Cornerstone Planning Group’s ALPS Dynamic Core Income ETF RFCI Stock Holding History

Cornerstone Planning Group’s Portfolio RFCI Stock Details RFCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$22K	Buy	+972	New	+$21.4K	0.01%	424

Other funds holding RFCI

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cornerstone Planning Group's RFCI Position: Q4 2022 in Review

Cornerstone Planning Group opened a new position in ALPS Dynamic Core Income ETF (RFCI) in Q4 2022: 972 shares worth $22K. The stake represents 0.01% of the portfolio and ranks #424 among its holdings.

21 funds tracked by Wall St. Rank hold RFCI as of Q4 2022.

Cornerstone Planning Group held 972 shares of ALPS Dynamic Core Income ETF worth $22K as of Q4 2022.
ALPS Dynamic Core Income ETF was a new Cornerstone Planning Group position in Q4 2022.
ALPS Dynamic Core Income ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q4 2022, its #424 holding.
21 funds tracked by Wall St. Rank held ALPS Dynamic Core Income ETF as of Q4 2022.

Based on Cornerstone Planning Group's 13F filing for Q4 2022, filed 14 Feb 2023.