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

Capital A 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
Q2 		– Sell
-170
Closed -$3.93K – 749
2025
Q1 		$3.93K Hold
170
– – ﹤0.01% 407
2024
Q4 		$3.93K Buy
+170
New +$3.92K 0.01% 409

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $717M AUM 10.97% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

Capital A Wealth Management's RIGS Position: Q2 2025 in Review

Capital A Wealth Management sold out of ALPS Strategic Income Fund (RIGS) in Q2 2025, closing a stake of 170 shares — an estimated $3.93K sold.

Capital A Wealth Management first reported a position in RIGS in Q4 2024 and held it in 2 quarters. The position peaked at $3.93K in Q4 2024. 43 funds tracked by Wall St. Rank hold RIGS as of Q2 2025.

  • Capital A Wealth Management reported no remaining ALPS Strategic Income Fund position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 170 ALPS Strategic Income Fund shares in Q2 2025, an estimated $3.93K.
  • Capital A Wealth Management first reported a position in ALPS Strategic Income Fund in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's ALPS Strategic Income Fund position peaked at $3.93K in Q4 2024.
  • 43 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.