Evolution Wealth Management’s ALPS Dynamic Core Income ETF RFCI Stock Holding History

Evolution Wealth Management’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 Q3	$2.64K	Sell	124 -320	-72%	-$7.03K	﹤0.01%	726
2026 Q2	$9.9K	Buy	444 +169	+61%	+$3.78K	0.01%	581
2026 Q1	$6.16K	Hold	275	–	–	﹤0.01%	589
2025 Q4	$6.24K	Hold	275	–	–	0.01%	506
2025 Q3	$6.26K	Hold	275	–	–	0.01%	417
2025 Q2	$6.21K	Buy	+275	New	+$6.14K	0.01%	419

Other funds holding RFCI

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Evolution Wealth Management's RFCI Position: Q3 2026 in Review

Evolution Wealth Management reduced its ALPS Dynamic Core Income ETF (RFCI) stake by 72% in Q3 2026, selling an estimated $7.03K and leaving 124 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Evolution Wealth Management first reported a position in RFCI in Q2 2025 and has held it in 6 quarters since. The position peaked at $9.9K in Q2 2026. 4 funds tracked by Wall St. Rank hold RFCI as of Q3 2026.

Evolution Wealth Management held 124 shares of ALPS Dynamic Core Income ETF worth $2.64K as of Q3 2026.
Evolution Wealth Management sold 320 ALPS Dynamic Core Income ETF shares in Q3 2026, an estimated $7.03K.
ALPS Dynamic Core Income ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q3 2026, its #726 holding.
Evolution Wealth Management first reported a position in ALPS Dynamic Core Income ETF in Q2 2025 and has held it in 6 quarters since.
Evolution Wealth Management's ALPS Dynamic Core Income ETF position peaked at $9.9K in Q2 2026.
4 funds tracked by Wall St. Rank held ALPS Dynamic Core Income ETF as of Q3 2026.

Based on Evolution Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.