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RTAI

Rareview Tax Advantaged Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1
Belpointe Asset Management
Nevada
$805K +$193K +9,363 +33%
SMH
2
Sanders Morris Harris
Texas
$431K +$415K +20,161 New
Osaic Holdings
3
Osaic Holdings
Arizona
$110K – – –
SIS
4
Sound Income Strategies
Florida
$10.8K +$10.4K +506 New
UBS Group
5
UBS Group
Switzerland
$3.81K -$2.45K -119 -40%
Morgan Stanley
6
Morgan Stanley
New York
$26 – – –