SFS
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Sowell Financial Services’s ALPS Active Equity Opportunity ETF RFFC Stock Holding History

Sowell Financial Services’s Portfolio RFFC Stock Details RFFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-111
Closed -$5K – 2234
2021
Q1 		$5K Hold
111
– – ﹤0.01% 2615
2020
Q4 		$4K Hold
111
– – ﹤0.01% 2352
2020
Q3 		$4K Hold
111
– – ﹤0.01% 2076
2020
Q2 		$4K Hold
111
– – ﹤0.01% 1989
2020
Q1 		$3K Buy
+111
New +$3.66K ﹤0.01% 2011

Other funds holding RFFC

RIG
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Truist Financial
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Sowell Financial Services sold out of ALPS Active Equity Opportunity ETF (RFFC) in Q2 2021, closing a stake of 111 shares — an estimated $5K sold.

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

  • Sowell Financial Services reported no remaining ALPS Active Equity Opportunity ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 111 ALPS Active Equity Opportunity ETF shares in Q2 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in ALPS Active Equity Opportunity ETF in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's ALPS Active Equity Opportunity ETF position peaked at $5K in Q1 2021.
  • 16 funds tracked by Wall St. Rank held ALPS Active Equity Opportunity ETF as of Q2 2021.

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