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	–	2236
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

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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 $74.1B AUM 21.09% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return