Raleigh Capital Management’s ALPS Dynamic US Dividend Advantage ETF RFDA Stock Holding History

Raleigh Capital Management’s Portfolio RFDA Stock Details RFDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6,134	Closed	-$292K	–	1137
2023 Q4	$292K	Buy	6,134 +1,185	+24%	+$53.4K	0.14%	157
2023 Q3	$217K	Sell	4,949 -1,117	-18%	-$51.2K	0.11%	165
2023 Q2	$280K	Sell	6,066 -54	-0.9%	-$2.36K	0.14%	146
2023 Q1	$264K	Sell	6,120 -4,062	-40%	-$175K	0.13%	152
2022 Q4	$427K	Sell	10,182 -1,136	-10%	-$47.8K	0.22%	110
2022 Q3	$441K	Sell	11,318 -1,140	-9%	-$50.4K	0.26%	109
2022 Q2	$536K	Sell	12,458 -1,045	-8%	-$48.1K	0.31%	95
2022 Q1	$650K	Sell	13,503 -52	-0.4%	-$2.45K	0.35%	84
2021 Q4	$643K	Buy	+13,555	New	+$619K	0.66%	47

Other funds holding RFDA

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Raleigh Capital Management's RFDA Position: Q1 2024 in Review

Raleigh Capital Management sold out of ALPS Dynamic US Dividend Advantage ETF (RFDA) in Q1 2024, closing a stake of 6,134 shares — an estimated $292K sold.

Raleigh Capital Management first reported a position in RFDA in Q4 2021 and held it in 9 quarters. The position peaked at $650K in Q1 2022. 24 funds tracked by Wall St. Rank hold RFDA as of Q1 2024.

Raleigh Capital Management reported no remaining ALPS Dynamic US Dividend Advantage ETF position as of Q1 2024 after selling out during the quarter.
Raleigh Capital Management sold 6,134 ALPS Dynamic US Dividend Advantage ETF shares in Q1 2024, an estimated $292K.
Raleigh Capital Management first reported a position in ALPS Dynamic US Dividend Advantage ETF in Q4 2021 and held it in 9 quarters.
Raleigh Capital Management's ALPS Dynamic US Dividend Advantage ETF position peaked at $650K in Q1 2022.
24 funds tracked by Wall St. Rank held ALPS Dynamic US Dividend Advantage ETF as of Q1 2024.

Based on Raleigh Capital Management's 13F filing for Q1 2024, filed 13 May 2024.