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Rareview Dynamic Fixed Incom (RDFI)

CUSIP: 19423L722 | NYSE | 44 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Independent Wealth Network Inc.300,985
1.6% of portfolio›$6.5M
Puff Wealth Management, LLC128,465
2.6% of portfolio›$2.8M
Cambridge Investment Research Advisors, Inc.82,219
0.0% of portfolio›$1.8M
Oregon Pacific Wealth Management, LLC43,000
0.9% of portfolio›$932.1K
Latitude Advisors, LLC36,952
0.2% of portfolio›$801.0K
Noble Wealth Management PBC34,353
0.3% of portfolio›$744.6K
PFG Advisors29,126
0.0% of portfolio›$631.3K
Wealth Enhancement Advisory Services, LLC27,071
0.0% of portfolio›$577.2K
StyleTurnoverLocationFiled
Independent Wealth Network Inc.
300,985$6.5M1.6%ETFMediumUrbandale, IA2026-10-19
Puff Wealth Management, LLC
128,465$2.8M2.6%ETFLowHaddonfield, NJ2026-10-07
Cambridge Investment Research Advisors, Inc.
82,219$1.8M0.0%ETFLowFairfield, IA2026-11-02
Oregon Pacific Wealth Management, LLC
43,000$932.1K0.9%ETFMediumMedford, OR2026-10-20
Latitude Advisors, LLC
36,952$801.0K0.2%ETFLowYorkville, IL2026-10-27
Noble Wealth Management PBC
34,353$744.6K0.3%YieldMediumGreenwood Village, CO2026-10-01
PFG Advisors
29,126$631.3K0.0%ETFMediumPhoenix, AZ2026-10-16
Wealth Enhancement Advisory Services, LLC
27,071$577.2K0.0%CoreLowPlymouth, MN2026-10-13