CAC
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Certified Advisory Corp’s ALPS Strategic Income Fund RIGS Stock Holding History

Certified Advisory Corp’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
-9,717
Closed -$225K – 305
2024
Q4 		$225K Sell
9,717
-102,168
-91% -$2.36M 0.02% 272
2024
Q3 		$2.63M Sell
111,885
-3,913
-3% -$90.8K 0.29% 91
2024
Q2 		$2.62M Sell
115,798
-10,948
-9% -$248K 0.33% 88
2024
Q1 		$2.9M Buy
126,746
+526
+0.4% +$12.1K 0.4% 78
2023
Q4 		$2.92M Sell
126,220
-5,410
-4% -$121K 0.44% 73
2023
Q3 		$2.92M Buy
131,630
+7,349
+6% +$165K 0.54% 60
2023
Q2 		$2.82M Buy
124,281
+820
+0.7% +$18.7K 0.52% 63
2023
Q1 		$2.84M Buy
123,461
+109,123
+761% +$2.49M 0.5% 59
2022
Q4 		$324K Buy
14,338
+240
+2% +$5.4K 0.06% 185
2022
Q3 		$313K Buy
14,098
+2,036
+17% +$46.6K 0.07% 176
2022
Q2 		$274K Sell
12,062
-10,934
-48% -$253K 0.06% 180
2022
Q1 		$545K Buy
22,996
+341
+2% +$8.2K 0.12% 149
2021
Q4 		$558K Buy
22,655
+100
+0.4% +$2.46K 0.12% 151
2021
Q3 		$558K Buy
22,555
+819
+4% +$20.4K 0.14% 147
2021
Q2 		$540K Sell
21,736
-1,512
-7% -$37.5K 0.14% 142
2021
Q1 		$573K Buy
+23,248
New +$575K 0.15% 132
2020
Q2 		$538K Buy
21,899
+533
+2% +$12.6K 0.18% 118
2020
Q1 		$478K Sell
21,366
-51
-0.2% -$1.23K 0.19% 108
2019
Q4 		$533K Buy
21,417
+736
+4% +$18.3K 0.17% 113
2019
Q3 		$514K Buy
20,681
+1,478
+8% +$36.7K 0.18% 105
2019
Q2 		$476K Buy
19,203
+854
+5% +$21.1K 0.18% 108
2019
Q1 		$452K Buy
18,349
+1,462
+9% +$35.8K 0.19% 105
2018
Q4 		$406K Buy
16,887
+11,723
+227% +$284K 0.21% 99
2018
Q3 		$127K Buy
5,164
+2,860
+124% +$70.1K 0.06% 187
2018
Q2 		$56K Buy
2,304
+2,169
+1,607% +$53.2K 0.03% 266
2018
Q1 		$3K Buy
+135
New +$3.35K ﹤0.01% 652

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

Certified Advisory Corp's RIGS Position: Q1 2025 in Review

Certified Advisory Corp sold out of ALPS Strategic Income Fund (RIGS) in Q1 2025, closing a stake of 9,717 shares — an estimated $225K sold.

Certified Advisory Corp first reported a position in RIGS in Q1 2018 and held it in 26 quarters. The position peaked at $2.92M in Q4 2023. 44 funds tracked by Wall St. Rank hold RIGS as of Q1 2025.

  • Certified Advisory Corp reported no remaining ALPS Strategic Income Fund position as of Q1 2025 after selling out during the quarter.
  • Certified Advisory Corp sold 9,717 ALPS Strategic Income Fund shares in Q1 2025, an estimated $225K.
  • Certified Advisory Corp first reported a position in ALPS Strategic Income Fund in Q1 2018 and held it in 26 quarters.
  • Certified Advisory Corp's ALPS Strategic Income Fund position peaked at $2.92M in Q4 2023.
  • 44 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q1 2025.

Based on Certified Advisory Corp's 13F filing for Q1 2025, filed 8 May 2025.