LPL Financial
RFCI icon

LPL Financial’s ALPS Dynamic Core Income ETF RFCI Stock Holding History

LPL Financial’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
2021
Q4 		– Sell
-14,486
Closed -$368K – 4441
2021
Q3 		$368K Sell
14,486
-373
-3% -$9.6K ﹤0.01% 3482
2021
Q2 		$379K Sell
14,859
-1,035
-7% -$26.3K ﹤0.01% 3399
2021
Q1 		$401K Sell
15,894
-2,435
-13% -$62.5K ﹤0.01% 3212
2020
Q4 		$480K Buy
18,329
+6,565
+56% +$171K ﹤0.01% 2798
2020
Q3 		$308K Buy
+11,764
New +$309K ﹤0.01% 2889

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Envestnet Asset Management
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Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Hilltop Holdings
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LPL Financial's RFCI Position: Q4 2021 in Review

LPL Financial sold out of ALPS Dynamic Core Income ETF (RFCI) in Q4 2021, closing a stake of 14,486 shares — an estimated $368K sold.

LPL Financial first reported a position in RFCI in Q3 2020 and held it in 5 quarters. The position peaked at $480K in Q4 2020. 20 funds tracked by Wall St. Rank hold RFCI as of Q4 2021.

  • LPL Financial reported no remaining ALPS Dynamic Core Income ETF position as of Q4 2021 after selling out during the quarter.
  • LPL Financial sold 14,486 ALPS Dynamic Core Income ETF shares in Q4 2021, an estimated $368K.
  • LPL Financial first reported a position in ALPS Dynamic Core Income ETF in Q3 2020 and held it in 5 quarters.
  • LPL Financial's ALPS Dynamic Core Income ETF position peaked at $480K in Q4 2020.
  • 20 funds tracked by Wall St. Rank held ALPS Dynamic Core Income ETF as of Q4 2021.

Based on LPL Financial's 13F filing for Q4 2021, filed 14 Feb 2022.