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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
Q2 		$9.89K 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

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
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Evolution Wealth Management's RFCI Position: Q2 2026 in Review

Evolution Wealth Management increased its ALPS Dynamic Core Income ETF (RFCI) stake by 61% in Q2 2026, buying an estimated $3.78K and bringing the position to 444 shares worth $9.89K. The position accounts for 0.01% of the portfolio, ranked #581.

Evolution Wealth Management first reported a position in RFCI in Q2 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold RFCI as of Q2 2026.

  • Evolution Wealth Management held 444 shares of ALPS Dynamic Core Income ETF worth $9.89K as of Q2 2026.
  • Evolution Wealth Management bought 169 ALPS Dynamic Core Income ETF shares in Q2 2026, an estimated $3.78K.
  • ALPS Dynamic Core Income ETF made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #581 holding.
  • Evolution Wealth Management first reported a position in ALPS Dynamic Core Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 7 funds tracked by Wall St. Rank held ALPS Dynamic Core Income ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.