Kestra Advisory Services
RFDA icon

Kestra Advisory Services’s ALPS Dynamic US Dividend Advantage ETF RFDA Stock Holding History

Kestra Advisory Services’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
Q3 		$373K Buy
5,282
+332
+7% +$24.1K ﹤0.01% 2753
2026
Q2 		$349K Sell
4,950
-289
-6% -$19.7K ﹤0.01% 2625
2026
Q1 		$328K Buy
5,239
+334
+7% +$21.3K ﹤0.01% 2550
2025
Q4 		$313K Sell
4,905
-222
-4% -$14K ﹤0.01% 2510
2025
Q3 		$323K Sell
5,127
-347
-6% -$21K ﹤0.01% 2382
2025
Q2 		$318K Buy
5,474
+334
+6% +$17.9K ﹤0.01% 2306
2025
Q1 		$273K Sell
5,140
-786
-13% -$43.5K ﹤0.01% 2237
2024
Q4 		$331K Buy
5,926
+48
+0.8% +$2.72K ﹤0.01% 2154
2024
Q3 		$325K Sell
5,878
-668
-10% -$35.8K ﹤0.01% 2040
2024
Q2 		$346K Buy
6,546
+351
+6% +$17.9K ﹤0.01% 2036
2024
Q1 		$314K Buy
6,195
+44
+0.7% +$2.13K ﹤0.01% 1967
2023
Q4 		$293K Sell
6,151
-2,277
-27% -$103K ﹤0.01% 1862
2023
Q3 		$369K Buy
8,428
+1,547
+22% +$70.9K ﹤0.01% 1538
2023
Q2 		$317K Buy
6,881
+243
+4% +$10.6K ﹤0.01% 1577
2023
Q1 		$286K Sell
6,638
-942
-12% -$40.5K ﹤0.01% 1596
2022
Q4 		$318K Buy
+7,580
New +$319K ﹤0.01% 1705

Other funds holding RFDA

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Evolution Wealth Management
Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return

Kestra Advisory Services's RFDA Position: Q3 2026 in Review

Kestra Advisory Services increased its ALPS Dynamic US Dividend Advantage ETF (RFDA) stake by 6.7% in Q3 2026, buying an estimated $24.1K and bringing the position to 5,282 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #2753.

Kestra Advisory Services first reported a position in RFDA in Q4 2022 and has held it in 16 quarters since. 11 funds tracked by Wall St. Rank hold RFDA as of Q3 2026.

  • Kestra Advisory Services held 5,282 shares of ALPS Dynamic US Dividend Advantage ETF worth $373K as of Q3 2026.
  • Kestra Advisory Services bought 332 ALPS Dynamic US Dividend Advantage ETF shares in Q3 2026, an estimated $24.1K.
  • ALPS Dynamic US Dividend Advantage ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2753 holding.
  • Kestra Advisory Services first reported a position in ALPS Dynamic US Dividend Advantage ETF in Q4 2022 and has held it in 16 quarters since.
  • 11 funds tracked by Wall St. Rank held ALPS Dynamic US Dividend Advantage ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.