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 Q2	$4.12M	Sell	58,513 -1,964	-3%	-$134K	2.24%	14
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 $7.56B AUM 23.82% 1-Year Est. Return

PFS

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Retirement Planning Group (New York)'s RFDA Position: Q2 2026 in Review

Retirement Planning Group (New York) reduced its ALPS Dynamic US Dividend Advantage ETF (RFDA) stake by 3.2% in Q2 2026, selling an estimated $134K and leaving 58,513 shares worth $4.12M. The position accounts for 2.24% of the portfolio, ranked #14.

Retirement Planning Group (New York) first reported a position in RFDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.14M in Q3 2025. 27 funds tracked by Wall St. Rank hold RFDA as of Q2 2026.

Retirement Planning Group (New York) held 58,513 shares of ALPS Dynamic US Dividend Advantage ETF worth $4.12M as of Q2 2026.
Retirement Planning Group (New York) sold 1,964 ALPS Dynamic US Dividend Advantage ETF shares in Q2 2026, an estimated $134K.
ALPS Dynamic US Dividend Advantage ETF made up 2.24% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #14 holding.
Retirement Planning Group (New York) first reported a position in ALPS Dynamic US Dividend Advantage ETF in Q4 2024 and has held it in 7 quarters since.
Retirement Planning Group (New York)'s ALPS Dynamic US Dividend Advantage ETF position peaked at $4.14M in Q3 2025.
27 funds tracked by Wall St. Rank held ALPS Dynamic US Dividend Advantage ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.