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Benjamin F. Edwards & Company’s ALPS Active Equity Opportunity ETF RFFC Stock Holding History

Benjamin F. Edwards & Company’s Portfolio RFFC Stock Details RFFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$60K Sell
1,110
-3,025
-73% -$159K ﹤0.01% 1284
2024
Q1 		$218K Sell
4,135
-97
-2% -$4.84K ﹤0.01% 884
2023
Q4 		$201K Sell
4,232
-427
-9% -$19K ﹤0.01% 884
2023
Q3 		$199K Sell
4,659
-543
-10% -$24K 0.01% 733
2023
Q2 		$229K Buy
5,202
+97
+2% +$4.08K 0.01% 696
2023
Q1 		$212K Sell
5,105
-944
-16% -$39.2K 0.01% 699
2022
Q4 		$244K Buy
6,049
+1
+0% +$40 0.01% 659
2022
Q3 		$225K Sell
6,048
-184
-3% -$7.67K 0.01% 638
2022
Q2 		$248K Buy
6,232
+1
+0% +$43 0.01% 619
2022
Q1 		$291K Sell
6,231
-3,406
-35% -$157K 0.01% 588
2021
Q4 		$460K Sell
9,637
-384
-4% -$17.9K 0.02% 478
2021
Q3 		$442K Sell
10,021
-1,174
-10% -$53.5K 0.02% 473
2021
Q2 		$500K Sell
11,195
-51
-0.5% -$2.21K 0.03% 448
2021
Q1 		$464K Buy
11,246
+169
+2% +$6.82K 0.03% 478
2020
Q4 		$436K Sell
11,077
-991
-8% -$36.8K 0.03% 462
2020
Q3 		$422K Sell
12,068
-1,077
-8% -$37K 0.03% 429
2020
Q2 		$427K Sell
13,145
-3,483
-21% -$106K 0.03% 400
2020
Q1 		$442K Sell
16,628
-1,195
-7% -$39.4K 0.04% 343
2019
Q4 		$636K Buy
17,823
+2,673
+18% +$91.3K 0.04% 331
2019
Q3 		$500K Buy
15,150
+1,160
+8% +$38.2K 0.04% 357
2019
Q2 		$467K Buy
13,990
+1,057
+8% +$34.9K 0.04% 371
2019
Q1 		$425K Sell
12,933
-532
-4% -$17K 0.04% 365
2018
Q4 		$391K Buy
13,465
+1,451
+12% +$47K 0.04% 344
2018
Q3 		$432K Buy
12,014
+2,135
+22% +$75.9K 0.04% 353
2018
Q2 		$337K Buy
9,879
+947
+11% +$31.6K 0.03% 401
2018
Q1 		$287K Buy
8,932
+4,219
+90% +$141K 0.03% 417
2017
Q4 		$154K Sell
4,713
-1,268
-21% -$40.3K 0.02% 549
2017
Q3 		$183K Sell
5,981
-385
-6% -$11.4K 0.02% 473
2017
Q2 		$188K Buy
6,366
+1,969
+45% +$57.1K 0.02% 447
2017
Q1 		$127K Buy
+4,397
New +$125K 0.02% 508

Other funds holding RFFC

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
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Benjamin F. Edwards & Company's RFFC Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its ALPS Active Equity Opportunity ETF (RFFC) stake by 73% in Q2 2024, selling an estimated $159K and leaving 1,110 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Benjamin F. Edwards & Company first reported a position in RFFC in Q1 2017 and has held it in 30 quarters since. The position peaked at $636K in Q4 2019. 17 funds tracked by Wall St. Rank hold RFFC as of Q2 2024.

  • Benjamin F. Edwards & Company held 1,110 shares of ALPS Active Equity Opportunity ETF worth $60K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 3,025 ALPS Active Equity Opportunity ETF shares in Q2 2024, an estimated $159K.
  • ALPS Active Equity Opportunity ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1284 holding.
  • Benjamin F. Edwards & Company first reported a position in ALPS Active Equity Opportunity ETF in Q1 2017 and has held it in 30 quarters since.
  • Benjamin F. Edwards & Company's ALPS Active Equity Opportunity ETF position peaked at $636K in Q4 2019.
  • 17 funds tracked by Wall St. Rank held ALPS Active Equity Opportunity ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.