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Maripau Wealth Management’s ALPS Dynamic Core Income ETF RFCI Stock Holding History

Maripau Wealth 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
Q2 		– Sell
-11,212
Closed -$252K – 105
2023
Q1 		$252K Sell
11,212
-270
-2% -$6.03K 0.26% 67
2022
Q4 		$260K Sell
11,482
-70
-0.6% -$1.54K 0.27% 63
2022
Q3 		$251K Buy
11,552
+403
+4% +$9.11K 0.27% 68
2022
Q2 		$258K Buy
11,149
+649
+6% +$14.9K 0.28% 64
2022
Q1 		$242K Buy
+10,500
New +$252K 0.22% 78

Other funds holding RFCI

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 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
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

Maripau Wealth Management's RFCI Position: Q2 2023 in Review

Maripau Wealth Management sold out of ALPS Dynamic Core Income ETF (RFCI) in Q2 2023, closing a stake of 11,212 shares — an estimated $252K sold.

Maripau Wealth Management first reported a position in RFCI in Q1 2022 and held it in 5 quarters. The position peaked at $260K in Q4 2022. 18 funds tracked by Wall St. Rank hold RFCI as of Q2 2023.

  • Maripau Wealth Management reported no remaining ALPS Dynamic Core Income ETF position as of Q2 2023 after selling out during the quarter.
  • Maripau Wealth Management sold 11,212 ALPS Dynamic Core Income ETF shares in Q2 2023, an estimated $252K.
  • Maripau Wealth Management first reported a position in ALPS Dynamic Core Income ETF in Q1 2022 and held it in 5 quarters.
  • Maripau Wealth Management's ALPS Dynamic Core Income ETF position peaked at $260K in Q4 2022.
  • 18 funds tracked by Wall St. Rank held ALPS Dynamic Core Income ETF as of Q2 2023.

Based on Maripau Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.