Janney Montgomery Scott LLC RSEE — RAREVIEW SYSTMTC EQ ETF

Ownership history in Janney Montgomery Scott LLC  ·  5 quarters on record

AI Ownership Summary

Janney Montgomery Scott LLC reported RAREVIEW SYSTMTC EQ ETF (RSEE) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows RSEE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RSEE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Janney Montgomery Scott LLC's position in RAREVIEW SYSTMTC EQ ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RSEE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RSEE stock page Janney Montgomery Scott LLC fund profile Janney Montgomery Scott LLC full holdings
How Janney Montgomery Scott LLC held RSEE — position size vs. price
% of Fund (quarterly)    RSEE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 57,854 +14,698 +34.1% 0.00% $2K 2026-04-22 $36.59
2025 Q4 REDUCED — — — 43,156 -1,395 -3.1% 0.00% $1.5M 2026-02-11 $36.25
2025 Q3 REDUCED — — — 44,551 -20 -0.0% 0.00% $1.5M 2025-11-14 (Est.) $33.44
2025 Q2 REDUCED 20.3% +8.9% ❌ 44,571 -11,366 -20.3% 0.00% $1.4M 2025-07-17 $30.72
2025 Q1 INITIATED — — — 55,937 — — 0.00% $1.5M 2025-04-17 $26.31

🏢 Other funds also holding RSEE

As of 2026 Q1 — sorted by position size

Belpointe Asset Management LLC 3Y 7Y 1.12% Ascension Capital Advisors, Inc. 3Y 0.5% Clear Creek Financial Management, LLC 3Y 0.49% Able Wealth Management LLC 0.14% GTS SECURITIES LLC 0.01% Atria Investments, Inc 3Y 7Y 0.01% Geneos Wealth Management Inc. 3Y 0.0% MAI Capital Management 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% Bank of New York Mellon Corp 3Y 7Y 0.0%

FAQ About Janney Montgomery Scott LLC and RSEE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Janney Montgomery Scott LLC reported owning RSEE?

Janney Montgomery Scott LLC reported RSEE across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported RSEE position in Janney Montgomery Scott LLC's portfolio?

The largest reported portfolio weight for RSEE was 0.00% in 2026 Q1.

What is the latest reported RSEE position on this page?

The most recent filing on this page is 2026 Q1, when Janney Montgomery Scott LLC reported 57,854 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this RSEE ownership page compare?

The chart compares Janney Montgomery Scott LLC's quarterly RSEE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Janney Montgomery Scott LLC time their RSEE position?

Based on 13F filing dates vs. subsequent RSEE price moves, Janney Montgomery Scott LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on RSEE relative to SPY over the holding period was +1.7%.

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