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Leigh Baldwin & Co’s ALPS Dynamic Core Income ETF RFCI Stock Holding History

Leigh Baldwin & Co’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
2026
Q1 		$210K Buy
9,396
+100
+1% +$2.26K 0.14% 152
2025
Q4 		$211K Buy
+9,296
New +$212K 0.14% 150
2025
Q3 		– Sell
-9,086
Closed -$205K – 208
2025
Q2 		$205K Buy
9,086
+101
+1% +$2.25K 0.13% 179
2025
Q1 		$202K Buy
+8,985
New +$201K 0.16% 161

Other funds holding RFCI

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Leigh Baldwin & Co's RFCI Position: Q1 2026 in Review

Leigh Baldwin & Co increased its ALPS Dynamic Core Income ETF (RFCI) stake by 1.1% in Q1 2026, buying an estimated $2.26K and bringing the position to 9,396 shares worth $210K. The position accounts for 0.14% of the portfolio, ranked #152.

Leigh Baldwin & Co first reported a position in RFCI in Q1 2025 and has held it in 4 quarters since. The position peaked at $211K in Q4 2025. 13 funds tracked by Wall St. Rank hold RFCI as of Q1 2026.

  • Leigh Baldwin & Co held 9,396 shares of ALPS Dynamic Core Income ETF worth $210K as of Q1 2026.
  • Leigh Baldwin & Co bought 100 ALPS Dynamic Core Income ETF shares in Q1 2026, an estimated $2.26K.
  • ALPS Dynamic Core Income ETF made up 0.14% of Leigh Baldwin & Co's portfolio in Q1 2026, its #152 holding.
  • Leigh Baldwin & Co first reported a position in ALPS Dynamic Core Income ETF in Q1 2025 and has held it in 4 quarters since.
  • Leigh Baldwin & Co's ALPS Dynamic Core Income ETF position peaked at $211K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held ALPS Dynamic Core Income ETF as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.