ZIG
RFFC icon

Zullo Investment Group’s ALPS Active Equity Opportunity ETF RFFC Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-1,041
Closed -$41.9K – 577
2022
Q4 		$41.9K Hold
1,041
– – 0.03% 298
2022
Q3 		$39K Hold
1,041
– – 0.03% 306
2022
Q2 		$41K Hold
1,041
– – 0.03% 300
2022
Q1 		$49K Sell
1,041
-500
-32% -$23K 0.03% 302
2021
Q4 		$74K Buy
+1,541
New +$71.8K 0.04% 257

Other funds holding RFFC

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

Zullo Investment Group sold out of ALPS Active Equity Opportunity ETF (RFFC) in Q1 2023, closing a stake of 1,041 shares — an estimated $41.9K sold.

Zullo Investment Group first reported a position in RFFC in Q4 2021 and held it in 5 quarters. The position peaked at $74K in Q4 2021. 19 funds tracked by Wall St. Rank hold RFFC as of Q1 2023.

  • Zullo Investment Group reported no remaining ALPS Active Equity Opportunity ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 1,041 ALPS Active Equity Opportunity ETF shares in Q1 2023, an estimated $41.9K.
  • Zullo Investment Group first reported a position in ALPS Active Equity Opportunity ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's ALPS Active Equity Opportunity ETF position peaked at $74K in Q4 2021.
  • 19 funds tracked by Wall St. Rank held ALPS Active Equity Opportunity ETF as of Q1 2023.

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