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Moisand Fitzgerald Tamayo’s ALPS Active Equity Opportunity ETF RFFC Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio RFFC Stock Details RFFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,147
Closed -$150K – 625
2021
Q4 		$150K Buy
+3,147
New +$147K 0.04% 98

Other funds holding RFFC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo sold out of ALPS Active Equity Opportunity ETF (RFFC) in Q1 2022, closing a stake of 3,147 shares — an estimated $150K sold.

Moisand Fitzgerald Tamayo first reported a position in RFFC in Q4 2021 and held it in 1 quarter. The position peaked at $150K in Q4 2021. 21 funds tracked by Wall St. Rank hold RFFC as of Q1 2022.

  • Moisand Fitzgerald Tamayo reported no remaining ALPS Active Equity Opportunity ETF position as of Q1 2022 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 3,147 ALPS Active Equity Opportunity ETF shares in Q1 2022, an estimated $150K.
  • Moisand Fitzgerald Tamayo first reported a position in ALPS Active Equity Opportunity ETF in Q4 2021 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's ALPS Active Equity Opportunity ETF position peaked at $150K in Q4 2021.
  • 21 funds tracked by Wall St. Rank held ALPS Active Equity Opportunity ETF as of Q1 2022.

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