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Evolution Wealth Management’s ALPS Dynamic US Dividend Advantage ETF RFDA Stock Holding History

Evolution Wealth Management’s Portfolio RFDA Stock Details RFDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$71.9K Buy
1,021
+130
+15% +$8.88K 0.04% 258
2026
Q1 		$55.8K Buy
891
+10
+1% +$639 0.04% 255
2025
Q4 		$56.2K Hold
881
– – 0.05% 232
2025
Q3 		$55.5K Hold
881
– – 0.06% 194
2025
Q2 		$51.1K Buy
+881
New +$47.2K 0.06% 176

Other funds holding RFDA

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Evolution Wealth Management increased its ALPS Dynamic US Dividend Advantage ETF (RFDA) stake by 15% in Q2 2026, buying an estimated $8.88K and bringing the position to 1,021 shares worth $71.9K. The position accounts for 0.04% of the portfolio, ranked #258.

Evolution Wealth Management first reported a position in RFDA in Q2 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold RFDA as of Q2 2026.

  • Evolution Wealth Management held 1,021 shares of ALPS Dynamic US Dividend Advantage ETF worth $71.9K as of Q2 2026.
  • Evolution Wealth Management bought 130 ALPS Dynamic US Dividend Advantage ETF shares in Q2 2026, an estimated $8.88K.
  • ALPS Dynamic US Dividend Advantage ETF made up 0.04% of Evolution Wealth Management's portfolio in Q2 2026, its #258 holding.
  • Evolution Wealth Management first reported a position in ALPS Dynamic US Dividend Advantage ETF in Q2 2025 and has held it in 5 quarters since.
  • 12 funds tracked by Wall St. Rank held ALPS Dynamic US Dividend Advantage ETF as of Q2 2026.

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