Cornerstone Planning Group’s ALPS Active Equity Opportunity ETF RFFC Stock Holding History

Cornerstone Planning Group’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
2022 Q4	$2.86K	Buy	+70	New	+$2.82K	﹤0.01%	1094

Other funds holding RFFC

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

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

PFS

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ECA

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

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

Cornerstone Planning Group opened a new position in ALPS Active Equity Opportunity ETF (RFFC) in Q4 2022: 70 shares worth $2.86K. The stake represents ﹤0.01% of the portfolio and ranks #1094 among its holdings.

22 funds tracked by Wall St. Rank hold RFFC as of Q4 2022.

Cornerstone Planning Group held 70 shares of ALPS Active Equity Opportunity ETF worth $2.86K as of Q4 2022.
ALPS Active Equity Opportunity ETF was a new Cornerstone Planning Group position in Q4 2022.
ALPS Active Equity Opportunity ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q4 2022, its #1094 holding.
22 funds tracked by Wall St. Rank held ALPS Active Equity Opportunity ETF as of Q4 2022.

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