ZIG
RFCI icon

Zullo Investment Group’s ALPS Dynamic Core Income ETF RFCI Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-1
Closed -$22 – 576
2022
Q4 		$22 Hold
1
– – ﹤0.01% 764
2022
Q3 		$0 Hold
1
– – ﹤0.01% 786
2022
Q2 		$0 Hold
1
– – ﹤0.01% 799
2022
Q1 		$0 Sell
1
-863
-100% -$20.7K ﹤0.01% 824
2021
Q4 		$22K Buy
+864
New +$21.8K 0.01% 415

Other funds holding RFCI

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Zullo Investment Group's RFCI Position: Q1 2023 in Review

Zullo Investment Group sold out of ALPS Dynamic Core Income ETF (RFCI) in Q1 2023, closing a stake of 1 share — an estimated $22 sold.

Zullo Investment Group first reported a position in RFCI in Q4 2021 and held it in 5 quarters. The position peaked at $22K in Q4 2021. 19 funds tracked by Wall St. Rank hold RFCI as of Q1 2023.

  • Zullo Investment Group reported no remaining ALPS Dynamic Core Income ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 1 ALPS Dynamic Core Income ETF share in Q1 2023, an estimated $22.
  • Zullo Investment Group first reported a position in ALPS Dynamic Core Income ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's ALPS Dynamic Core Income ETF position peaked at $22K in Q4 2021.
  • 19 funds tracked by Wall St. Rank held ALPS Dynamic Core Income ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.