SFS
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Sowell Financial Services’s ALPS Dynamic Core Income ETF RFCI Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-847
Closed -$22K – 2232
2021
Q1 		$22K Hold
847
– – ﹤0.01% 2029
2020
Q4 		$22K Hold
847
– – ﹤0.01% 1706
2020
Q3 		$22K Hold
847
– – ﹤0.01% 1520
2020
Q2 		$22K Hold
847
– – ﹤0.01% 1430
2020
Q1 		$22K Buy
+847
New +$21.5K ﹤0.01% 1362

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PFS
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T
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Janney Montgomery Scott
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RJA
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Koshinski Asset Management
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Jane Street
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Royal Bank of Canada
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Sowell Financial Services's RFCI Position: Q2 2021 in Review

Sowell Financial Services sold out of ALPS Dynamic Core Income ETF (RFCI) in Q2 2021, closing a stake of 847 shares — an estimated $22K sold.

Sowell Financial Services first reported a position in RFCI in Q1 2020 and held it in 5 quarters. The position peaked at $22K in Q1 2021. 17 funds tracked by Wall St. Rank hold RFCI as of Q2 2021.

  • Sowell Financial Services reported no remaining ALPS Dynamic Core Income ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 847 ALPS Dynamic Core Income ETF shares in Q2 2021, an estimated $22K.
  • Sowell Financial Services first reported a position in ALPS Dynamic Core Income ETF in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's ALPS Dynamic Core Income ETF position peaked at $22K in Q1 2021.
  • 17 funds tracked by Wall St. Rank held ALPS Dynamic Core Income ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.