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Rfdi etf shares owned by Western Wealth Management

Quarter-by-quarter ownership of Rfdi etf (RFDI) shares owned by Western Wealth Management from 13F filings

Historical chart of Western Wealth Management investment in Rfdi etf

Tip: Access up to 7 years of quarterly data

All positions including Rfdi etf held by Western Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rfdi etf by Western Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $37k 453 82.11

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
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First Tr Exchange Traded Smid Risng Etf (SDVY)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)

View all positions for Western Wealth Management

Top funds holding Rfdi etf

Morgan Stanley
Per Stirling Capital Management
Cetera Investment Advisers
Envestnet Asset Management
Prospera Financial Services
RiverFront Investment Group
Branch Banking & Trust Company
Royal Bank of Canada
UBS Group
Jane Street
LPL Financial
HPM Partners
Claris Financial
Baird Financial
Davenport & Co

View all funds holding Rfdi etf