ZIG
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Zullo Investment Group’s ALPS Dynamic US Dividend Advantage ETF RFDA Stock Holding History

Zullo Investment Group’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
2022
Q1 		– Sell
-613
Closed -$29K – 825
2021
Q4 		$29K Buy
+613
New +$28K 0.01% 374

Other funds holding RFDA

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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 $83.7B AUM 27.22% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Zullo Investment Group's RFDA Position: Q1 2022 in Review

Zullo Investment Group sold out of ALPS Dynamic US Dividend Advantage ETF (RFDA) in Q1 2022, closing a stake of 613 shares — an estimated $29K sold.

Zullo Investment Group first reported a position in RFDA in Q4 2021 and held it in 1 quarter. The position peaked at $29K in Q4 2021. 23 funds tracked by Wall St. Rank hold RFDA as of Q1 2022.

  • Zullo Investment Group reported no remaining ALPS Dynamic US Dividend Advantage ETF position as of Q1 2022 after selling out during the quarter.
  • Zullo Investment Group sold 613 ALPS Dynamic US Dividend Advantage ETF shares in Q1 2022, an estimated $29K.
  • Zullo Investment Group first reported a position in ALPS Dynamic US Dividend Advantage ETF in Q4 2021 and held it in 1 quarter.
  • Zullo Investment Group's ALPS Dynamic US Dividend Advantage ETF position peaked at $29K in Q4 2021.
  • 23 funds tracked by Wall St. Rank held ALPS Dynamic US Dividend Advantage ETF as of Q1 2022.

Based on Zullo Investment Group's 13F filing for Q1 2022, filed 16 May 2022.