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Selective Wealth Management’s ALPS Dynamic Core Income ETF RFCI Stock Holding History

Selective Wealth Management’s Portfolio RFCI Stock Details RFCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-22,878
Closed -$505K – 104
2023
Q2 		$505K Buy
+22,878
New +$511K 0.25% 53

Other funds holding RFCI

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Selective Wealth Management's RFCI Position: Q3 2023 in Review

Selective Wealth Management sold out of ALPS Dynamic Core Income ETF (RFCI) in Q3 2023, closing a stake of 22,878 shares — an estimated $505K sold.

Selective Wealth Management first reported a position in RFCI in Q2 2023 and held it in 1 quarter. The position peaked at $505K in Q2 2023. 18 funds tracked by Wall St. Rank hold RFCI as of Q3 2023.

  • Selective Wealth Management reported no remaining ALPS Dynamic Core Income ETF position as of Q3 2023 after selling out during the quarter.
  • Selective Wealth Management sold 22,878 ALPS Dynamic Core Income ETF shares in Q3 2023, an estimated $505K.
  • Selective Wealth Management first reported a position in ALPS Dynamic Core Income ETF in Q2 2023 and held it in 1 quarter.
  • Selective Wealth Management's ALPS Dynamic Core Income ETF position peaked at $505K in Q2 2023.
  • 18 funds tracked by Wall St. Rank held ALPS Dynamic Core Income ETF as of Q3 2023.

Based on Selective Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.