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Claris Financial’s ALPS Strategic Income Fund RIGS Stock Holding History

Claris Financial’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
2026
Q1 		$457K Sell
19,979
-883
-4% -$20.4K 0.25% 90
2025
Q4 		$481K Sell
20,862
-2,794
-12% -$64.7K 0.26% 90
2025
Q3 		$551K Buy
23,656
+7,997
+51% +$185K 0.31% 77
2025
Q2 		$364K Sell
15,659
-10,007
-39% -$229K 0.27% 91
2025
Q1 		$594K Hold
25,666
– – 0.39% 59
2024
Q4 		$594K Buy
+25,666
New +$592K 0.39% 59

Other funds holding RIGS

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
MF
Meridian Financial Holliston, Massachusetts $208M AUM 21.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Claris Financial's RIGS Position: Q1 2026 in Review

Claris Financial reduced its ALPS Strategic Income Fund (RIGS) stake by 4.2% in Q1 2026, selling an estimated $20.4K and leaving 19,979 shares worth $457K. The position accounts for 0.25% of the portfolio, ranked #90.

Claris Financial first reported a position in RIGS in Q4 2024 and has held it in 6 quarters since. The position peaked at $594K in Q1 2025. 39 funds tracked by Wall St. Rank hold RIGS as of Q1 2026.

  • Claris Financial held 19,979 shares of ALPS Strategic Income Fund worth $457K as of Q1 2026.
  • Claris Financial sold 883 ALPS Strategic Income Fund shares in Q1 2026, an estimated $20.4K.
  • ALPS Strategic Income Fund made up 0.25% of Claris Financial's portfolio in Q1 2026, its #90 holding.
  • Claris Financial first reported a position in ALPS Strategic Income Fund in Q4 2024 and has held it in 6 quarters since.
  • Claris Financial's ALPS Strategic Income Fund position peaked at $594K in Q1 2025.
  • 39 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.