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Continuum Wealth Advisors’s ALPS Dynamic US Dividend Advantage ETF RFDA Stock Holding History

Continuum Wealth Advisors’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
2024
Q2 		– Sell
-6,163
Closed -$313K – 66
2024
Q1 		$313K Buy
+6,163
New +$298K 0.18% 47

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
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
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Continuum Wealth Advisors's RFDA Position: Q2 2024 in Review

Continuum Wealth Advisors sold out of ALPS Dynamic US Dividend Advantage ETF (RFDA) in Q2 2024, closing a stake of 6,163 shares — an estimated $313K sold.

Continuum Wealth Advisors first reported a position in RFDA in Q1 2024 and held it in 1 quarter. The position peaked at $313K in Q1 2024. 23 funds tracked by Wall St. Rank hold RFDA as of Q2 2024.

  • Continuum Wealth Advisors reported no remaining ALPS Dynamic US Dividend Advantage ETF position as of Q2 2024 after selling out during the quarter.
  • Continuum Wealth Advisors sold 6,163 ALPS Dynamic US Dividend Advantage ETF shares in Q2 2024, an estimated $313K.
  • Continuum Wealth Advisors first reported a position in ALPS Dynamic US Dividend Advantage ETF in Q1 2024 and held it in 1 quarter.
  • Continuum Wealth Advisors's ALPS Dynamic US Dividend Advantage ETF position peaked at $313K in Q1 2024.
  • 23 funds tracked by Wall St. Rank held ALPS Dynamic US Dividend Advantage ETF as of Q2 2024.

Based on Continuum Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.