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Avior Wealth Management’s ALPS Strategic Income Fund RIGS Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-532
Closed -$12.3K – 1974
2024
Q4 		$12.3K Hold
532
– – ﹤0.01% 1549
2024
Q3 		$12.5K Buy
+532
New +$12.3K ﹤0.01% 1492

Other funds holding RIGS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $717M AUM 10.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MF
Meridian Financial Holliston, Massachusetts $183M AUM 14.74% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Avior Wealth Management's RIGS Position: Q1 2025 in Review

Avior Wealth Management sold out of ALPS Strategic Income Fund (RIGS) in Q1 2025, closing a stake of 532 shares — an estimated $12.3K sold.

Avior Wealth Management first reported a position in RIGS in Q3 2024 and held it in 2 quarters. The position peaked at $12.5K in Q3 2024. 44 funds tracked by Wall St. Rank hold RIGS as of Q1 2025.

  • Avior Wealth Management reported no remaining ALPS Strategic Income Fund position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 532 ALPS Strategic Income Fund shares in Q1 2025, an estimated $12.3K.
  • Avior Wealth Management first reported a position in ALPS Strategic Income Fund in Q3 2024 and held it in 2 quarters.
  • Avior Wealth Management's ALPS Strategic Income Fund position peaked at $12.5K in Q3 2024.
  • 44 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.