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Kingsview Wealth Management’s ALPS Dynamic US Dividend Advantage ETF RFDA Stock Holding History

Kingsview Wealth Management’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
2022
Q4 		– Sell
-5,137
Closed -$200K – 892
2022
Q3 		$200K Buy
+5,137
New +$227K 0.01% 764

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
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kingsview Wealth Management's RFDA Position: Q4 2022 in Review

Kingsview Wealth Management sold out of ALPS Dynamic US Dividend Advantage ETF (RFDA) in Q4 2022, closing a stake of 5,137 shares — an estimated $200K sold.

Kingsview Wealth Management first reported a position in RFDA in Q3 2022 and held it in 1 quarter. The position peaked at $200K in Q3 2022. 31 funds tracked by Wall St. Rank hold RFDA as of Q4 2022.

  • Kingsview Wealth Management reported no remaining ALPS Dynamic US Dividend Advantage ETF position as of Q4 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 5,137 ALPS Dynamic US Dividend Advantage ETF shares in Q4 2022, an estimated $200K.
  • Kingsview Wealth Management first reported a position in ALPS Dynamic US Dividend Advantage ETF in Q3 2022 and held it in 1 quarter.
  • Kingsview Wealth Management's ALPS Dynamic US Dividend Advantage ETF position peaked at $200K in Q3 2022.
  • 31 funds tracked by Wall St. Rank held ALPS Dynamic US Dividend Advantage ETF as of Q4 2022.

Based on Kingsview Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.