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JFS Wealth Advisors’s ALPS Strategic Income Fund RIGS Stock Holding History

JFS Wealth Advisors’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
Q2 		– Sell
-2,281
Closed -$52.7K – 1949
2025
Q1 		$52.7K Buy
+2,281
New +$52.2K ﹤0.01% 460
2024
Q3 		– Sell
-863
Closed -$19.5K – 2011
2024
Q2 		$19.5K Buy
+863
New +$19.6K ﹤0.01% 608

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
AFG
Arkansas Financial Group Little Rock, Arkansas $717M AUM 10.97% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
MF
Meridian Financial Holliston, Massachusetts $183M AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

JFS Wealth Advisors's RIGS Position: Q2 2025 in Review

JFS Wealth Advisors sold out of ALPS Strategic Income Fund (RIGS) in Q2 2025, closing a stake of 2,281 shares — an estimated $52.7K sold.

JFS Wealth Advisors first reported a position in RIGS in Q2 2024 and held it in 2 quarters. The position peaked at $52.7K in Q1 2025. 43 funds tracked by Wall St. Rank hold RIGS as of Q2 2025.

  • JFS Wealth Advisors reported no remaining ALPS Strategic Income Fund position as of Q2 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 2,281 ALPS Strategic Income Fund shares in Q2 2025, an estimated $52.7K.
  • JFS Wealth Advisors first reported a position in ALPS Strategic Income Fund in Q2 2024 and held it in 2 quarters.
  • JFS Wealth Advisors's ALPS Strategic Income Fund position peaked at $52.7K in Q1 2025.
  • 43 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.