Koshinski Asset Management
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Koshinski Asset Management’s ALPS Dynamic Core Income ETF RFCI Stock Holding History

Koshinski Asset Management’s Portfolio RFCI Stock Details RFCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-20,338
Closed -$450K – 614
2022
Q4 		$450K Sell
20,338
-34,685
-63% -$763K 0.04% 382
2022
Q3 		$1.2M Sell
55,023
-7,280
-12% -$165K 0.14% 171
2022
Q2 		$1.41M Buy
62,303
+436
+0.7% +$9.98K 0.14% 172
2022
Q1 		$1.45M Hold
61,867
– – 0.12% 179
2021
Q4 		$1.54M Buy
61,867
+7,280
+13% +$184K 0.12% 180
2021
Q3 		$1.39M Buy
54,587
+9,794
+22% +$251K 0.12% 193
2021
Q2 		$1.14M Sell
44,793
-13,199
-23% -$335K 0.14% 171
2021
Q1 		$1.46M Sell
57,992
-1,600
-3% -$41.1K 0.16% 160
2020
Q4 		$1.56M Sell
59,592
-960
-2% -$25.1K 0.2% 128
2020
Q3 		$1.58K Sell
60,552
-25,916
-30% -$681K 0.21% 111
2020
Q2 		$2.26M Sell
86,468
-12,857
-13% -$335K 0.37% 67
2020
Q1 		$2.52M Buy
+99,325
New +$2.52M 0.53% 43
2019
Q2 		– Sell
-201,726
Closed -$4.93K – 359
2019
Q1 		$4.93K Buy
201,726
+1,423
+0.7% +$34.2K 1.32% 7
2018
Q4 		$4.75M Sell
200,303
-4,159
-2% -$98.2K 1.17% 8
2018
Q3 		$4.88M Buy
204,462
+87,616
+75% +$2.1M 0.69% 25
2018
Q2 		$2.79M Buy
116,846
+11,193
+11% +$268K 0.85% 15
2018
Q1 		$2.54M Buy
105,653
+4,199
+4% +$102K 0.79% 18
2017
Q4 		$2.51M Buy
101,454
+24,437
+32% +$605K 0.63% 28
2017
Q3 		$1.91M Hold
77,017
– – 0.63% 36
2017
Q2 		$1.9M Buy
77,017
+52,965
+220% +$1.31M 0.69% 27
2017
Q1 		$590K Buy
+24,052
New +$590K 0.23% 136

Other funds holding RFCI

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 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 $74.2B AUM 21.09% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Koshinski Asset Management's RFCI Position: Q1 2023 in Review

Koshinski Asset Management sold out of ALPS Dynamic Core Income ETF (RFCI) in Q1 2023, closing a stake of 20,338 shares — an estimated $450K sold.

Koshinski Asset Management first reported a position in RFCI in Q1 2017 and held it in 21 quarters. The position peaked at $4.88M in Q3 2018. 19 funds tracked by Wall St. Rank hold RFCI as of Q1 2023.

  • Koshinski Asset Management reported no remaining ALPS Dynamic Core Income ETF position as of Q1 2023 after selling out during the quarter.
  • Koshinski Asset Management sold 20,338 ALPS Dynamic Core Income ETF shares in Q1 2023, an estimated $450K.
  • Koshinski Asset Management first reported a position in ALPS Dynamic Core Income ETF in Q1 2017 and held it in 21 quarters.
  • Koshinski Asset Management's ALPS Dynamic Core Income ETF position peaked at $4.88M in Q3 2018.
  • 19 funds tracked by Wall St. Rank held ALPS Dynamic Core Income ETF as of Q1 2023.

Based on Koshinski Asset Management's 13F filing for Q1 2023, filed 12 Apr 2023.