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

Fiduciary 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
2024
Q1 		– Sell
-27,260
Closed -$631K – 58
2023
Q4 		$631K Sell
27,260
-275,142
-91% -$6.15M 0.27% 36
2023
Q3 		$6.7M Buy
+302,402
New +$6.8M 3.16% 12

Other funds holding RIGS

ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fiduciary Planning's RIGS Position: Q1 2024 in Review

Fiduciary Planning sold out of ALPS Strategic Income Fund (RIGS) in Q1 2024, closing a stake of 27,260 shares — an estimated $631K sold.

Fiduciary Planning first reported a position in RIGS in Q3 2023 and held it in 2 quarters. The position peaked at $6.7M in Q3 2023. 45 funds tracked by Wall St. Rank hold RIGS as of Q1 2024.

  • Fiduciary Planning reported no remaining ALPS Strategic Income Fund position as of Q1 2024 after selling out during the quarter.
  • Fiduciary Planning sold 27,260 ALPS Strategic Income Fund shares in Q1 2024, an estimated $631K.
  • Fiduciary Planning first reported a position in ALPS Strategic Income Fund in Q3 2023 and held it in 2 quarters.
  • Fiduciary Planning's ALPS Strategic Income Fund position peaked at $6.7M in Q3 2023.
  • 45 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q1 2024.

Based on Fiduciary Planning's 13F filing for Q1 2024, filed 29 Apr 2024.