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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
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

RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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.