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Aptus Capital Advisors’s ALPS Strategic Income Fund RIGS Stock Holding History

Aptus Capital Advisors’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
2023
Q4 		– Sell
-297,788
Closed -$6.6M – 973
2023
Q3 		$6.6M Buy
+297,788
New +$6.7M 0.18% 111

Other funds holding RIGS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aptus Capital Advisors's RIGS Position: Q4 2023 in Review

Aptus Capital Advisors sold out of ALPS Strategic Income Fund (RIGS) in Q4 2023, closing a stake of 297,788 shares — an estimated $6.6M sold.

Aptus Capital Advisors first reported a position in RIGS in Q3 2023 and held it in 1 quarter. The position peaked at $6.6M in Q3 2023. 49 funds tracked by Wall St. Rank hold RIGS as of Q4 2023.

  • Aptus Capital Advisors reported no remaining ALPS Strategic Income Fund position as of Q4 2023 after selling out during the quarter.
  • Aptus Capital Advisors sold 297,788 ALPS Strategic Income Fund shares in Q4 2023, an estimated $6.6M.
  • Aptus Capital Advisors first reported a position in ALPS Strategic Income Fund in Q3 2023 and held it in 1 quarter.
  • Aptus Capital Advisors's ALPS Strategic Income Fund position peaked at $6.6M in Q3 2023.
  • 49 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q4 2023.

Based on Aptus Capital Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.