Evolution Wealth Management
RFFC icon

Evolution Wealth Management’s ALPS Active Equity Opportunity ETF RFFC Stock Holding History

Evolution Wealth Management’s Portfolio RFFC Stock Details RFFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.5K Sell
137
-152
-53% -$11.6K 0.01% 520
2026
Q2 		$21.8K Hold
289
– – 0.01% 453
2026
Q1 		$19.2K Buy
289
+13
+5% +$895 0.01% 424
2025
Q4 		$18.5K Hold
276
– – 0.02% 367
2025
Q3 		$17.7K Hold
276
– – 0.02% 310
2025
Q2 		$16.6K Buy
+276
New +$15.5K 0.02% 307

Other funds holding RFFC

Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $513M AUM 16.15% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

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

Evolution Wealth Management reduced its ALPS Active Equity Opportunity ETF (RFFC) stake by 53% in Q3 2026, selling an estimated $11.6K and leaving 137 shares worth $10.5K. The position accounts for 0.01% of the portfolio, ranked #520.

Evolution Wealth Management first reported a position in RFFC in Q2 2025 and has held it in 6 quarters since. The position peaked at $21.8K in Q2 2026. 6 funds tracked by Wall St. Rank hold RFFC as of Q3 2026.

  • Evolution Wealth Management held 137 shares of ALPS Active Equity Opportunity ETF worth $10.5K as of Q3 2026.
  • Evolution Wealth Management sold 152 ALPS Active Equity Opportunity ETF shares in Q3 2026, an estimated $11.6K.
  • ALPS Active Equity Opportunity ETF made up 0.01% of Evolution Wealth Management's portfolio in Q3 2026, its #520 holding.
  • Evolution Wealth Management first reported a position in ALPS Active Equity Opportunity ETF in Q2 2025 and has held it in 6 quarters since.
  • Evolution Wealth Management's ALPS Active Equity Opportunity ETF position peaked at $21.8K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held ALPS Active Equity Opportunity ETF as of Q3 2026.

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