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Retirement Planning Group (New York)’s ALPS Dynamic US Dividend Advantage ETF RFDA Stock Holding History

Retirement Planning Group (New York)’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
2026
Q1 		$3.79M Sell
60,477
-3,990
-6% -$255K 2.44% 15
2025
Q4 		$4.11M Sell
64,467
-1,373
-2% -$86.8K 2.8% 13
2025
Q3 		$4.14M Sell
65,840
-2,265
-3% -$137K 3.1% 8
2025
Q2 		$3.95M Sell
68,105
-1,242
-2% -$66.5K 3.47% 8
2025
Q1 		$3.68M Sell
69,347
-1,329
-2% -$73.5K 3.75% 10
2024
Q4 		$3.95M Buy
+70,676
New +$4M 4.35% 6

Other funds holding RFDA

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return