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Wealthcare Advisory Partners’s Rareview Dynamic Fixed Income ETF RDFI Stock Holding History

Wealthcare Advisory Partners’s Portfolio RDFI Stock Details RDFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-127,115
Closed -$3.09M – 1103
2025
Q3 		$3.09M Sell
127,115
-2,689
-2% -$64.3K 0.06% 247
2025
Q2 		$3.09M Sell
129,804
-431
-0.3% -$9.97K 0.07% 237
2025
Q1 		$3.08M Buy
130,235
+12,963
+11% +$308K 0.08% 209
2024
Q4 		$2.77M Sell
117,272
-5,400
-4% -$131K 0.08% 213
2024
Q3 		$3.1M Buy
+122,672
New +$2.97M 0.09% 199

Other funds holding RDFI

BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
LA
Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Wealthcare Advisory Partners's RDFI Position: Q4 2025 in Review

Wealthcare Advisory Partners sold out of Rareview Dynamic Fixed Income ETF (RDFI) in Q4 2025, closing a stake of 127,115 shares — an estimated $3.09M sold.

Wealthcare Advisory Partners first reported a position in RDFI in Q3 2024 and held it in 5 quarters. The position peaked at $3.1M in Q3 2024. 13 funds tracked by Wall St. Rank hold RDFI as of Q4 2025.

  • Wealthcare Advisory Partners reported no remaining Rareview Dynamic Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 127,115 Rareview Dynamic Fixed Income ETF shares in Q4 2025, an estimated $3.09M.
  • Wealthcare Advisory Partners first reported a position in Rareview Dynamic Fixed Income ETF in Q3 2024 and held it in 5 quarters.
  • Wealthcare Advisory Partners's Rareview Dynamic Fixed Income ETF position peaked at $3.1M in Q3 2024.
  • 13 funds tracked by Wall St. Rank held Rareview Dynamic Fixed Income ETF as of Q4 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2025, filed 14 Jan 2026.