Raleigh Capital Management’s ALPS Active Equity Opportunity ETF RFFC Stock Holding History

Raleigh Capital Management’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
2024 Q1	–	Sell	-1,965	Closed	-$93.1K	–	1140
2023 Q4	$93.1K	Buy	1,965 +361	+23%	+$16K	0.04%	228
2023 Q3	$68.5K	Sell	1,604 -357	-18%	-$15.8K	0.03%	226
2023 Q2	$86.5K	Sell	1,961 -18	-0.9%	-$758	0.04%	219
2023 Q1	$82.3K	Sell	1,979 -1,009	-34%	-$41.9K	0.04%	223
2022 Q4	$120K	Sell	2,988 -1,805	-38%	-$72.7K	0.06%	207
2022 Q3	$178K	Sell	4,793 -260	-5%	-$10.8K	0.1%	179
2022 Q2	$201K	Sell	5,053 -355	-7%	-$15.3K	0.11%	178
2022 Q1	$253K	Buy	5,408 +15	+0.3%	+$690	0.14%	160
2021 Q4	$258K	Buy	+5,393	New	+$251K	0.26%	86

Other funds holding RFFC

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

PFS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ECA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Raleigh Capital Management sold out of ALPS Active Equity Opportunity ETF (RFFC) in Q1 2024, closing a stake of 1,965 shares — an estimated $93.1K sold.

Raleigh Capital Management first reported a position in RFFC in Q4 2021 and held it in 9 quarters. The position peaked at $258K in Q4 2021. 16 funds tracked by Wall St. Rank hold RFFC as of Q1 2024.

Raleigh Capital Management reported no remaining ALPS Active Equity Opportunity ETF position as of Q1 2024 after selling out during the quarter.
Raleigh Capital Management sold 1,965 ALPS Active Equity Opportunity ETF shares in Q1 2024, an estimated $93.1K.
Raleigh Capital Management first reported a position in ALPS Active Equity Opportunity ETF in Q4 2021 and held it in 9 quarters.
Raleigh Capital Management's ALPS Active Equity Opportunity ETF position peaked at $258K in Q4 2021.
16 funds tracked by Wall St. Rank held ALPS Active Equity Opportunity ETF as of Q1 2024.

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