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Moisand Fitzgerald Tamayo’s ALPS Dynamic Core Income ETF RFCI Stock Holding History

Moisand Fitzgerald Tamayo’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
2022
Q1 		– Sell
-15,114
Closed -$377K – 622
2021
Q4 		$377K Buy
+15,114
New +$382K 0.11% 70

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
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
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Moisand Fitzgerald Tamayo's RFCI Position: Q1 2022 in Review

Moisand Fitzgerald Tamayo sold out of ALPS Dynamic Core Income ETF (RFCI) in Q1 2022, closing a stake of 15,114 shares — an estimated $377K sold.

Moisand Fitzgerald Tamayo first reported a position in RFCI in Q4 2021 and held it in 1 quarter. The position peaked at $377K in Q4 2021. 21 funds tracked by Wall St. Rank hold RFCI as of Q1 2022.

  • Moisand Fitzgerald Tamayo reported no remaining ALPS Dynamic Core Income ETF position as of Q1 2022 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 15,114 ALPS Dynamic Core Income ETF shares in Q1 2022, an estimated $377K.
  • Moisand Fitzgerald Tamayo first reported a position in ALPS Dynamic Core Income ETF in Q4 2021 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's ALPS Dynamic Core Income ETF position peaked at $377K in Q4 2021.
  • 21 funds tracked by Wall St. Rank held ALPS Dynamic Core Income ETF as of Q1 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2022, filed 29 Apr 2022.