Sowell Financial Services’s ALPS Dynamic US Dividend Advantage ETF RFDA Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-267	Closed	-$11K	–	2233
2021 Q1	$11K	Hold	267	–	–	﹤0.01%	2287
2020 Q4	$10K	Hold	267	–	–	﹤0.01%	2021
2020 Q3	$9K	Hold	267	–	–	﹤0.01%	1840
2020 Q2	$9K	Hold	267	–	–	﹤0.01%	1737
2020 Q1	$7K	Buy	+267	New	+$8.73K	﹤0.01%	1729

Other funds holding RFDA

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

PFS

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

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Sowell Financial Services's RFDA Position: Q2 2021 in Review

Sowell Financial Services sold out of ALPS Dynamic US Dividend Advantage ETF (RFDA) in Q2 2021, closing a stake of 267 shares — an estimated $11K sold.

Sowell Financial Services first reported a position in RFDA in Q1 2020 and held it in 5 quarters. The position peaked at $11K in Q1 2021. 16 funds tracked by Wall St. Rank hold RFDA as of Q2 2021.

Sowell Financial Services reported no remaining ALPS Dynamic US Dividend Advantage ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 267 ALPS Dynamic US Dividend Advantage ETF shares in Q2 2021, an estimated $11K.
Sowell Financial Services first reported a position in ALPS Dynamic US Dividend Advantage ETF in Q1 2020 and held it in 5 quarters.
Sowell Financial Services's ALPS Dynamic US Dividend Advantage ETF position peaked at $11K in Q1 2021.
16 funds tracked by Wall St. Rank held ALPS Dynamic US Dividend Advantage ETF as of Q2 2021.

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