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Guardian Wealth Advisors (North Carolina)’s ALPS Strategic Income Fund RIGS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-1,000
Closed -$23.1K – 542
2024
Q4 		$23.1K Hold
1,000
– – ﹤0.01% 406
2024
Q3 		$23.5K Hold
1,000
– – ﹤0.01% 347
2024
Q2 		$22.6K Hold
1,000
– – ﹤0.01% 339
2024
Q1 		$22.9K Hold
1,000
– – ﹤0.01% 357
2023
Q4 		$23.2K Hold
1,000
– – ﹤0.01% 345
2023
Q3 		$22.1K Hold
1,000
– – ﹤0.01% 331
2023
Q2 		$22.7K Buy
+1,000
New +$22.8K ﹤0.01% 316

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 $768M AUM 16.55% 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 $208M AUM 21.52% 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 $1.88B AUM 29.07% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s RIGS Position: Q1 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of ALPS Strategic Income Fund (RIGS) in Q1 2025, closing a stake of 1,000 shares — an estimated $23.1K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in RIGS in Q2 2023 and held it in 7 quarters. The position peaked at $23.5K in Q3 2024. 44 funds tracked by Wall St. Rank hold RIGS as of Q1 2025.

  • Guardian Wealth Advisors (North Carolina) reported no remaining ALPS Strategic Income Fund position as of Q1 2025 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 1,000 ALPS Strategic Income Fund shares in Q1 2025, an estimated $23.1K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in ALPS Strategic Income Fund in Q2 2023 and held it in 7 quarters.
  • Guardian Wealth Advisors (North Carolina)'s ALPS Strategic Income Fund position peaked at $23.5K in Q3 2024.
  • 44 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q1 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2025, filed 15 May 2025.