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Wealthcare Advisory Partners’s Rareview Systematic Equity ETF RSEE Stock Holding History

Wealthcare Advisory Partners’s Portfolio RSEE Stock Details RSEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,247
Closed -$250K – 1049
2025
Q2 		$250K Sell
8,247
-379
-4% -$10.5K 0.01% 853
2025
Q1 		$238K Buy
8,626
+181
+2% +$5.25K 0.01% 820
2024
Q4 		$241K Buy
8,445
+669
+9% +$20.8K 0.01% 784
2024
Q3 		$245K Buy
+7,776
New +$233K 0.01% 776

Other funds holding RSEE

BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $318M AUM 15.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $374M AUM 12.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Wealthcare Advisory Partners's RSEE Position: Q3 2025 in Review

Wealthcare Advisory Partners sold out of Rareview Systematic Equity ETF (RSEE) in Q3 2025, closing a stake of 8,247 shares — an estimated $250K sold.

Wealthcare Advisory Partners first reported a position in RSEE in Q3 2024 and held it in 4 quarters. The position peaked at $250K in Q2 2025. 12 funds tracked by Wall St. Rank hold RSEE as of Q3 2025.

  • Wealthcare Advisory Partners reported no remaining Rareview Systematic Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 8,247 Rareview Systematic Equity ETF shares in Q3 2025, an estimated $250K.
  • Wealthcare Advisory Partners first reported a position in Rareview Systematic Equity ETF in Q3 2024 and held it in 4 quarters.
  • Wealthcare Advisory Partners's Rareview Systematic Equity ETF position peaked at $250K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Rareview Systematic Equity ETF as of Q3 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2025, filed 7 Nov 2025.