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Independent Financial Group’s ALPS Dynamic US Dividend Advantage ETF RFDA Stock Holding History

Independent Financial Group’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
2023
Q2 		– Sell
-9,193
Closed -$396K – 922
2023
Q1 		$396K Buy
9,193
+564
+7% +$24.3K 0.03% 520
2022
Q4 		$362K Buy
8,629
+2,836
+49% +$119K 0.03% 513
2022
Q3 		$226K Buy
+5,793
New +$256K 0.02% 626

Other funds holding RFDA

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

Independent Financial Group's RFDA Position: Q2 2023 in Review

Independent Financial Group sold out of ALPS Dynamic US Dividend Advantage ETF (RFDA) in Q2 2023, closing a stake of 9,193 shares — an estimated $396K sold.

Independent Financial Group first reported a position in RFDA in Q3 2022 and held it in 3 quarters. The position peaked at $396K in Q1 2023. 29 funds tracked by Wall St. Rank hold RFDA as of Q2 2023.

  • Independent Financial Group reported no remaining ALPS Dynamic US Dividend Advantage ETF position as of Q2 2023 after selling out during the quarter.
  • Independent Financial Group sold 9,193 ALPS Dynamic US Dividend Advantage ETF shares in Q2 2023, an estimated $396K.
  • Independent Financial Group first reported a position in ALPS Dynamic US Dividend Advantage ETF in Q3 2022 and held it in 3 quarters.
  • Independent Financial Group's ALPS Dynamic US Dividend Advantage ETF position peaked at $396K in Q1 2023.
  • 29 funds tracked by Wall St. Rank held ALPS Dynamic US Dividend Advantage ETF as of Q2 2023.

Based on Independent Financial Group's 13F filing for Q2 2023, filed 12 Jun 2026.