Elevated Capital Advisors’s RiverFront Dynamic Unconstrained Income RFUN Stock Holding History

Elevated Capital Advisors’s Portfolio RFUN Stock Details RFUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$235K	Buy	+9,111	New	+$235K	0.08%	166
2021 Q1	$242K	Buy	9,388 +465	+5%	+$12K	0.09%	153
2020 Q4	$230K	Sell	8,923 -446	-5%	-$11.4K	0.1%	161
2020 Q3	$239K	Sell	9,369 -220	-2%	-$5.55K	0.11%	152
2020 Q2	$244K	Buy	+9,589	New	+$234K	0.11%	141
2019 Q1	$245K	Buy	+10,136	New	+$251K	0.16%	126

Other funds holding RFUN

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

PFS

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

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

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

Elevated Capital Advisors's RFUN Position: Q3 2021 in Review

Elevated Capital Advisors opened a new position in RiverFront Dynamic Unconstrained Income (RFUN) in Q3 2021: 9,111 shares worth $235K. The stake represents 0.08% of the portfolio and ranks #166 among its holdings. This is a return to the name: Elevated Capital Advisors previously reported a position in RFUN as recently as Q1 2021.

Elevated Capital Advisors first reported a position in RFUN in Q1 2019 and has held it in 6 quarters since. The position peaked at $245K in Q1 2019. 15 funds tracked by Wall St. Rank hold RFUN as of Q3 2021.

Elevated Capital Advisors held 9,111 shares of RiverFront Dynamic Unconstrained Income worth $235K as of Q3 2021.
RiverFront Dynamic Unconstrained Income was a new Elevated Capital Advisors position in Q3 2021.
RiverFront Dynamic Unconstrained Income made up 0.08% of Elevated Capital Advisors's portfolio in Q3 2021, its #166 holding.
Elevated Capital Advisors first reported a position in RiverFront Dynamic Unconstrained Income in Q1 2019 and has held it in 6 quarters since.
Elevated Capital Advisors's RiverFront Dynamic Unconstrained Income position peaked at $245K in Q1 2019.
15 funds tracked by Wall St. Rank held RiverFront Dynamic Unconstrained Income as of Q3 2021.

Based on Elevated Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.