AWA
RFUN

Arkadios Wealth Advisors’s RiverFront Dynamic Unconstrained Income RFUN Stock Holding History

Arkadios Wealth Advisors’s Portfolio RFUN Stock Details RFUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-75
Closed -$1K – 1786
2020
Q4 		$1K Buy
+75
New +$1.91K ﹤0.01% 1348

Other funds holding RFUN

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Arkadios Wealth Advisors's RFUN Position: Q1 2021 in Review

Arkadios Wealth Advisors sold out of RiverFront Dynamic Unconstrained Income (RFUN) in Q1 2021, closing a stake of 75 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in RFUN in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 15 funds tracked by Wall St. Rank hold RFUN as of Q1 2021.

  • Arkadios Wealth Advisors reported no remaining RiverFront Dynamic Unconstrained Income position as of Q1 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 75 RiverFront Dynamic Unconstrained Income shares in Q1 2021, an estimated $1K.
  • Arkadios Wealth Advisors first reported a position in RiverFront Dynamic Unconstrained Income in Q4 2020 and held it in 1 quarter.
  • Arkadios Wealth Advisors's RiverFront Dynamic Unconstrained Income position peaked at $1K in Q4 2020.
  • 15 funds tracked by Wall St. Rank held RiverFront Dynamic Unconstrained Income as of Q1 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.