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IFP Advisors’s ALPS Active REIT ETF REIT Stock Holding History

IFP Advisors’s Portfolio REIT Stock Details REIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-900
Closed -$22K – 4220
2022
Q4 		$22K Buy
+900
New +$21.5K ﹤0.01% 2817

Other funds holding REIT

VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

IFP Advisors's REIT Position: Q1 2023 in Review

IFP Advisors sold out of ALPS Active REIT ETF (REIT) in Q1 2023, closing a stake of 900 shares — an estimated $22K sold.

IFP Advisors first reported a position in REIT in Q4 2022 and held it in 1 quarter. The position peaked at $22K in Q4 2022. 4 funds tracked by Wall St. Rank hold REIT as of Q1 2023.

  • IFP Advisors reported no remaining ALPS Active REIT ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 900 ALPS Active REIT ETF shares in Q1 2023, an estimated $22K.
  • IFP Advisors first reported a position in ALPS Active REIT ETF in Q4 2022 and held it in 1 quarter.
  • IFP Advisors's ALPS Active REIT ETF position peaked at $22K in Q4 2022.
  • 4 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.