WAP
RFUN

Wealthcare Advisory Partners’s RiverFront Dynamic Unconstrained Income RFUN Stock Holding History

Wealthcare Advisory Partners’s Portfolio RFUN Stock Details RFUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,375
Closed -$35K – 2088
2021
Q1 		$35K Buy
+1,375
New +$35.4K ﹤0.01% 1009

Other funds holding RFUN

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Wealthcare Advisory Partners's RFUN Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of RiverFront Dynamic Unconstrained Income (RFUN) in Q2 2021, closing a stake of 1,375 shares — an estimated $35K sold.

Wealthcare Advisory Partners first reported a position in RFUN in Q1 2021 and held it in 1 quarter. The position peaked at $35K in Q1 2021. 12 funds tracked by Wall St. Rank hold RFUN as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining RiverFront Dynamic Unconstrained Income position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,375 RiverFront Dynamic Unconstrained Income shares in Q2 2021, an estimated $35K.
  • Wealthcare Advisory Partners first reported a position in RiverFront Dynamic Unconstrained Income in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's RiverFront Dynamic Unconstrained Income position peaked at $35K in Q1 2021.
  • 12 funds tracked by Wall St. Rank held RiverFront Dynamic Unconstrained Income as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.