Cornerstone Planning Group’s ALPS Dynamic US Dividend Advantage ETF RFDA Stock Holding History

Cornerstone Planning Group’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
2022 Q4	$19K	Buy	+444	New	+$18.7K	0.01%	452

Other funds holding RFDA

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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

ECA

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

PFS

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Cornerstone Planning Group opened a new position in ALPS Dynamic US Dividend Advantage ETF (RFDA) in Q4 2022: 444 shares worth $19K. The stake represents 0.01% of the portfolio and ranks #452 among its holdings.

31 funds tracked by Wall St. Rank hold RFDA as of Q4 2022.

Cornerstone Planning Group held 444 shares of ALPS Dynamic US Dividend Advantage ETF worth $19K as of Q4 2022.
ALPS Dynamic US Dividend Advantage ETF was a new Cornerstone Planning Group position in Q4 2022.
ALPS Dynamic US Dividend Advantage ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q4 2022, its #452 holding.
31 funds tracked by Wall St. Rank held ALPS Dynamic US Dividend Advantage ETF as of Q4 2022.

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