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Fermata Advisors’s ALPS Active Equity Opportunity ETF RFFC Stock Holding History

Fermata Advisors’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
Q2 		$672K Sell
8,909
-987
-10% -$71.5K 0.14% 130
2026
Q1 		$657K Sell
9,896
-37
-0.4% -$2.55K 0.15% 124
2025
Q4 		$666K Buy
9,933
+72
+0.7% +$4.74K 0.16% 116
2025
Q3 		$633K Sell
9,861
-495
-5% -$30.7K 0.16% 112
2025
Q2 		$623K Hold
10,356
– – 0.17% 119
2025
Q1 		$577K Sell
10,356
-1,585
-13% -$93K 0.1% 145
2024
Q4 		$691K Sell
11,941
-5,206
-30% -$306K 0.13% 113
2024
Q3 		$989K Sell
17,147
-275
-2% -$15.2K 0.2% 83
2024
Q2 		$945K Buy
17,422
+903
+5% +$47.5K 0.22% 82
2024
Q1 		$873K Buy
+16,519
New +$824K 0.2% 86

Other funds holding RFFC

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TF
Tenzing Financial Williamsburg, Virginia $146M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Fermata Advisors's RFFC Position: Q2 2026 in Review

Fermata Advisors reduced its ALPS Active Equity Opportunity ETF (RFFC) stake by 10% in Q2 2026, selling an estimated $71.5K and leaving 8,909 shares worth $672K. The position accounts for 0.14% of the portfolio, ranked #130.

Fermata Advisors first reported a position in RFFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $989K in Q3 2024. 8 funds tracked by Wall St. Rank hold RFFC as of Q2 2026.

  • Fermata Advisors held 8,909 shares of ALPS Active Equity Opportunity ETF worth $672K as of Q2 2026.
  • Fermata Advisors sold 987 ALPS Active Equity Opportunity ETF shares in Q2 2026, an estimated $71.5K.
  • ALPS Active Equity Opportunity ETF made up 0.14% of Fermata Advisors's portfolio in Q2 2026, its #130 holding.
  • Fermata Advisors first reported a position in ALPS Active Equity Opportunity ETF in Q1 2024 and has held it in 10 quarters since.
  • Fermata Advisors's ALPS Active Equity Opportunity ETF position peaked at $989K in Q3 2024.
  • 8 funds tracked by Wall St. Rank held ALPS Active Equity Opportunity ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.