Bank of America
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Bank of America’s ALPS Dynamic US Dividend Advantage ETF RFDA Stock Holding History

Bank of America’s Portfolio RFDA Stock Details RFDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-616
Closed -$35.7K – 8623
2025
Q2 		$35.7K Buy
+616
New +$33K ﹤0.01% 6911
2024
Q4 		– Sell
-53
Closed -$2.93K – 8373
2024
Q3 		$2.93K Sell
53
-40
-43% -$2.14K ﹤0.01% 7082
2024
Q2 		$4.92K Sell
93
-1,249
-93% -$63.7K ﹤0.01% 7009
2024
Q1 		$68.1K Sell
1,342
-158
-11% -$7.64K ﹤0.01% 6411
2023
Q4 		$71.5K Hold
1,500
– – ﹤0.01% 6498
2023
Q3 		$65.7K Sell
1,500
-2,315
-61% -$106K ﹤0.01% 6411
2023
Q2 		$176K Hold
3,815
– – ﹤0.01% 5922
2023
Q1 		$164K Buy
+3,815
New +$164K ﹤0.01% 6022
2018
Q3 		– Sell
-1,242
Closed -$40K – 7434
2018
Q2 		$40K Buy
+1,242
New +$39.8K ﹤0.01% 6250

Other funds holding RFDA

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RPGNY
Retirement Planning Group (New York) Malta, New York $184M AUM 27.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Bank of America's RFDA Position: Q3 2025 in Review

Bank of America sold out of ALPS Dynamic US Dividend Advantage ETF (RFDA) in Q3 2025, closing a stake of 616 shares — an estimated $35.7K sold.

Bank of America first reported a position in RFDA in Q2 2018 and held it in 9 quarters. The position peaked at $176K in Q2 2023. 25 funds tracked by Wall St. Rank hold RFDA as of Q3 2025.

  • Bank of America reported no remaining ALPS Dynamic US Dividend Advantage ETF position as of Q3 2025 after selling out during the quarter.
  • Bank of America sold 616 ALPS Dynamic US Dividend Advantage ETF shares in Q3 2025, an estimated $35.7K.
  • Bank of America first reported a position in ALPS Dynamic US Dividend Advantage ETF in Q2 2018 and held it in 9 quarters.
  • Bank of America's ALPS Dynamic US Dividend Advantage ETF position peaked at $176K in Q2 2023.
  • 25 funds tracked by Wall St. Rank held ALPS Dynamic US Dividend Advantage ETF as of Q3 2025.

Based on Bank of America's 13F filing for Q3 2025, filed 14 Nov 2025.