Creative Planning’s ALPS Strategic Income Fund RIGS Stock Holding History

Creative Planning’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
2022 Q1	–	Sell	-16,930	Closed	-$417K	–	2425
2021 Q4	$417K	Hold	16,930	–	–	﹤0.01%	1418
2021 Q3	$419K	Sell	16,930 -8,052	-32%	-$200K	﹤0.01%	1388
2021 Q2	$620K	Hold	24,982	–	–	﹤0.01%	1163
2021 Q1	$616K	Hold	24,982	–	–	﹤0.01%	1293
2020 Q4	$619K	Hold	24,982	–	–	﹤0.01%	1193
2020 Q3	$613K	Sell	24,982 -289	-1%	-$7.12K	﹤0.01%	1029
2020 Q2	$621K	Sell	25,271 -4,269	-14%	-$101K	﹤0.01%	935
2020 Q1	$661K	Hold	29,540	–	–	﹤0.01%	813
2019 Q4	$735K	Buy	29,540 +10,900	+58%	+$271K	﹤0.01%	934
2019 Q3	$463K	Hold	18,640	–	–	﹤0.01%	1116
2019 Q2	$462K	Buy	+18,640	New	+$462K	﹤0.01%	1126

Other funds holding RIGS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning's RIGS Position: Q1 2022 in Review

Creative Planning sold out of ALPS Strategic Income Fund (RIGS) in Q1 2022, closing a stake of 16,930 shares — an estimated $417K sold.

Creative Planning first reported a position in RIGS in Q2 2019 and held it in 11 quarters. The position peaked at $735K in Q4 2019. 43 funds tracked by Wall St. Rank hold RIGS as of Q1 2022.

Creative Planning reported no remaining ALPS Strategic Income Fund position as of Q1 2022 after selling out during the quarter.
Creative Planning sold 16,930 ALPS Strategic Income Fund shares in Q1 2022, an estimated $417K.
Creative Planning first reported a position in ALPS Strategic Income Fund in Q2 2019 and held it in 11 quarters.
Creative Planning's ALPS Strategic Income Fund position peaked at $735K in Q4 2019.
43 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q1 2022.

Based on Creative Planning's 13F filing for Q1 2022, filed 16 May 2022.