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Advisory Alpha’s ALPS Strategic Income Fund RIGS Stock Holding History

Advisory Alpha’s Portfolio RIGS Stock Details RIGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,805
Closed -$224K – 411
2024
Q1 		$224K Sell
9,805
-1,448
-13% -$33.2K 0.01% 354
2023
Q4 		$261K Sell
11,253
-679
-6% -$15.2K 0.01% 287
2023
Q3 		$264K Sell
11,932
-673
-5% -$15.1K 0.01% 253
2023
Q2 		$286K Buy
+12,605
New +$288K 0.01% 264
2021
Q3 		– Sell
-10,920
Closed -$271K – 247
2021
Q2 		$271K Sell
10,920
-26,009
-70% -$645K 0.02% 164
2021
Q1 		$911K Buy
+36,929
New +$913K 0.09% 82

Other funds holding RIGS

ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
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
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MF
Meridian Financial Holliston, Massachusetts $183M AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Advisory Alpha's RIGS Position: Q2 2024 in Review

Advisory Alpha sold out of ALPS Strategic Income Fund (RIGS) in Q2 2024, closing a stake of 9,805 shares — an estimated $224K sold.

Advisory Alpha first reported a position in RIGS in Q1 2021 and held it in 6 quarters. The position peaked at $911K in Q1 2021. 39 funds tracked by Wall St. Rank hold RIGS as of Q2 2024.

  • Advisory Alpha reported no remaining ALPS Strategic Income Fund position as of Q2 2024 after selling out during the quarter.
  • Advisory Alpha sold 9,805 ALPS Strategic Income Fund shares in Q2 2024, an estimated $224K.
  • Advisory Alpha first reported a position in ALPS Strategic Income Fund in Q1 2021 and held it in 6 quarters.
  • Advisory Alpha's ALPS Strategic Income Fund position peaked at $911K in Q1 2021.
  • 39 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q2 2024.

Based on Advisory Alpha's 13F filing for Q2 2024, filed 21 Aug 2024.