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Bernardo Wealth Planning’s ALPS Active Equity Opportunity ETF RFFC Stock Holding History

Bernardo Wealth Planning’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
2020
Q1 		– Sell
-6,113
Closed -$218K – 152
2019
Q4 		$218K Sell
6,113
-323
-5% -$11K 0.13% 152
2019
Q3 		$212K Sell
6,436
-1
-0% -$33 0.15% 143
2019
Q2 		$215K Sell
6,437
-446
-6% -$14.7K 0.17% 135
2019
Q1 		$226K Sell
6,883
-100
-1% -$3.2K 0.18% 123
2018
Q4 		$203K Buy
+6,983
New +$226K 0.18% 123

Other funds holding RFFC

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Bernardo Wealth Planning's RFFC Position: Q1 2020 in Review

Bernardo Wealth Planning sold out of ALPS Active Equity Opportunity ETF (RFFC) in Q1 2020, closing a stake of 6,113 shares — an estimated $218K sold.

Bernardo Wealth Planning first reported a position in RFFC in Q4 2018 and held it in 5 quarters. The position peaked at $226K in Q1 2019. 17 funds tracked by Wall St. Rank hold RFFC as of Q1 2020.

  • Bernardo Wealth Planning reported no remaining ALPS Active Equity Opportunity ETF position as of Q1 2020 after selling out during the quarter.
  • Bernardo Wealth Planning sold 6,113 ALPS Active Equity Opportunity ETF shares in Q1 2020, an estimated $218K.
  • Bernardo Wealth Planning first reported a position in ALPS Active Equity Opportunity ETF in Q4 2018 and held it in 5 quarters.
  • Bernardo Wealth Planning's ALPS Active Equity Opportunity ETF position peaked at $226K in Q1 2019.
  • 17 funds tracked by Wall St. Rank held ALPS Active Equity Opportunity ETF as of Q1 2020.

Based on Bernardo Wealth Planning's 13F filing for Q1 2020, filed 1 May 2020.