John Overdeck’s ALPS Dynamic US Dividend Advantage ETF RFDA Stock Holding History

John Overdeck’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	–	Sell	-4,380	Closed	-$274K	–	5363
2026 Q1	$274K	Sell	4,380 -100	-2%	-$6.39K	﹤0.01%	4127
2025 Q4	$286K	Sell	4,480 -1,200	-21%	-$75.9K	﹤0.01%	3598
2025 Q3	$358K	Sell	5,680 -2,146	-27%	-$130K	﹤0.01%	3138
2025 Q2	$454K	Buy	7,826 +426	+6%	+$22.8K	﹤0.01%	2627
2025 Q1	$393K	Hold	7,400	–	–	﹤0.01%	2619
2024 Q4	$414K	Buy	7,400 +3,700	+100%	+$209K	﹤0.01%	2619
2024 Q3	$204K	Buy	+3,700	New	+$198K	﹤0.01%	2794

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RPGNY

Retirement Planning Group (New York) Malta, New York $184M AUM 27.05% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

John Overdeck's RFDA Position: Q2 2026 in Review

John Overdeck sold out of ALPS Dynamic US Dividend Advantage ETF (RFDA) in Q2 2026, closing a stake of 4,380 shares — an estimated $274K sold.

John Overdeck first reported a position in RFDA in Q3 2024 and held it in 7 quarters. The position peaked at $454K in Q2 2025. 27 funds tracked by Wall St. Rank hold RFDA as of Q2 2026.

John Overdeck reported no remaining ALPS Dynamic US Dividend Advantage ETF position as of Q2 2026 after selling out during the quarter.
John Overdeck sold 4,380 ALPS Dynamic US Dividend Advantage ETF shares in Q2 2026, an estimated $274K.
John Overdeck first reported a position in ALPS Dynamic US Dividend Advantage ETF in Q3 2024 and held it in 7 quarters.
John Overdeck's ALPS Dynamic US Dividend Advantage ETF position peaked at $454K in Q2 2025.
27 funds tracked by Wall St. Rank held ALPS Dynamic US Dividend Advantage ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.