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Belpointe Asset Management’s ALPS Dynamic US Dividend Advantage ETF RFDA Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-7,798
Closed -$336K – 2734
2023
Q1 		$336K Sell
7,798
-4,615
-37% -$199K 0.02% 704
2022
Q4 		$520K Sell
12,413
-26,085
-68% -$1.1M 0.03% 519
2022
Q3 		$1.5M Sell
38,498
-3,764
-9% -$166K 0.1% 216
2022
Q2 		$1.82M Buy
42,262
+2,873
+7% +$132K 0.12% 182
2022
Q1 		$1.9M Buy
+39,389
New +$1.85M 0.12% 184

Other funds holding RFDA

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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 $83.7B AUM 27.22% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

Belpointe Asset Management's RFDA Position: Q2 2023 in Review

Belpointe Asset Management sold out of ALPS Dynamic US Dividend Advantage ETF (RFDA) in Q2 2023, closing a stake of 7,798 shares — an estimated $336K sold.

Belpointe Asset Management first reported a position in RFDA in Q1 2022 and held it in 5 quarters. The position peaked at $1.9M in Q1 2022. 29 funds tracked by Wall St. Rank hold RFDA as of Q2 2023.

  • Belpointe Asset Management reported no remaining ALPS Dynamic US Dividend Advantage ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 7,798 ALPS Dynamic US Dividend Advantage ETF shares in Q2 2023, an estimated $336K.
  • Belpointe Asset Management first reported a position in ALPS Dynamic US Dividend Advantage ETF in Q1 2022 and held it in 5 quarters.
  • Belpointe Asset Management's ALPS Dynamic US Dividend Advantage ETF position peaked at $1.9M in Q1 2022.
  • 29 funds tracked by Wall St. Rank held ALPS Dynamic US Dividend Advantage ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.