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Elevated Capital Advisors’s ALPS Dynamic Core Income ETF RFCI Stock Holding History

Elevated Capital Advisors’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
2026
Q2 		$7.71K Hold
346
– – ﹤0.01% 516
2026
Q1 		$7.75K Sell
346
-15,385
-98% -$348K ﹤0.01% 492
2025
Q4 		$357K Sell
15,731
-1,958
-11% -$44.6K 0.08% 225
2025
Q3 		$403K Sell
17,689
-2,710
-13% -$61.3K 0.1% 216
2025
Q2 		$459K Hold
20,399
– – 0.13% 198
2025
Q1 		$459K Buy
20,399
+1,271
+7% +$28.4K 0.13% 198
2024
Q4 		$425K Sell
19,128
-148
-0.8% -$3.33K 0.12% 207
2024
Q3 		$441K Sell
19,276
-72,951
-79% -$1.65M 0.12% 218
2024
Q2 		$2.05M Sell
92,227
-3,295
-3% -$72.8K 0.58% 46
2024
Q1 		$2.13M Sell
95,522
-12,206
-11% -$273K 0.61% 51
2023
Q4 		$2.43M Sell
107,728
-21,530
-17% -$468K 0.76% 40
2023
Q3 		$2.77M Sell
129,258
-29,267
-18% -$642K 0.94% 30
2023
Q2 		$3.52M Sell
158,525
-37,243
-19% -$832K 1.17% 21
2023
Q1 		$4.4M Sell
195,768
-105,891
-35% -$2.36M 1.58% 14
2022
Q4 		$6.67M Buy
301,659
+32,778
+12% +$721K 2.55% 6
2022
Q3 		$5.86M Buy
+268,881
New +$6.08M 2.3% 6
2022
Q1 		$5.43M Buy
+231,162
New +$5.56M 1.8% 9
2021
Q3 		$5.73M Buy
+225,277
New +$5.78M 1.98% 8
2021
Q1 		$5.74M Buy
226,155
+18,054
+9% +$463K 2.23% 5
2020
Q4 		$5.45M Sell
208,101
-5,731
-3% -$150K 2.36% 4
2020
Q3 		$5.56M Buy
213,832
+5,028
+2% +$132K 2.6% 4
2020
Q2 		$5.49M Buy
+208,804
New +$5.44M 2.58% 4
2019
Q4 		$2.25M Buy
+89,845
New +$2.26M 2.51% 8
2019
Q1 		$4.95M Buy
+189,331
New +$4.56M 3.26% 3

Other funds holding RFCI

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LBC
Leigh Baldwin & Co Cazenovia, New York $186M AUM 40.09% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Elevated Capital Advisors's RFCI Position: Q2 2026 in Review

Elevated Capital Advisors held its ALPS Dynamic Core Income ETF (RFCI) position steady in Q2 2026 at 346 shares worth $7.71K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Elevated Capital Advisors first reported a position in RFCI in Q1 2019 and has held it in 24 quarters since. The position peaked at $6.67M in Q4 2022. 14 funds tracked by Wall St. Rank hold RFCI as of Q2 2026.

  • Elevated Capital Advisors held 346 shares of ALPS Dynamic Core Income ETF worth $7.71K as of Q2 2026.
  • Elevated Capital Advisors left its ALPS Dynamic Core Income ETF share count unchanged in Q2 2026.
  • ALPS Dynamic Core Income ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #516 holding.
  • Elevated Capital Advisors first reported a position in ALPS Dynamic Core Income ETF in Q1 2019 and has held it in 24 quarters since.
  • Elevated Capital Advisors's ALPS Dynamic Core Income ETF position peaked at $6.67M in Q4 2022.
  • 14 funds tracked by Wall St. Rank held ALPS Dynamic Core Income ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.