MF
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Meridian Financial’s ALPS Strategic Income Fund RIGS Stock Holding History

Meridian 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 		$2.11M Sell
92,260
-1,119
-1% -$25.8K 1.15% 22
2025
Q4 		$2.15M Buy
93,379
+143
+0.2% +$3.31K 1.17% 21
2025
Q3 		$2.17M Buy
93,236
+1,318
+1% +$30.5K 1.22% 21
2025
Q2 		$2.14M Buy
91,918
+1,873
+2% +$42.8K 1.38% 17
2025
Q1 		$2.08M Buy
90,045
+2,329
+3% +$53.3K 1.46% 17
2024
Q4 		$2.03M Buy
87,716
+1,133
+1% +$26.1K 1.4% 18
2024
Q3 		$2.03M Buy
86,583
+2,089
+2% +$48.5K 1.36% 20
2024
Q2 		$1.91M Buy
84,494
+3,781
+5% +$85.8K 1.39% 21
2024
Q1 		$1.85M Buy
80,713
+5,763
+8% +$132K 1.38% 20
2023
Q4 		$1.74M Buy
74,950
+3,003
+4% +$67.1K 1.36% 22
2023
Q3 		$1.59M Buy
71,947
+3,546
+5% +$79.8K 1.48% 20
2023
Q2 		$1.55M Buy
68,401
+5,434
+9% +$124K 1.4% 22
2023
Q1 		$1.45M Buy
62,967
+3,401
+6% +$77.5K 1.41% 20
2022
Q4 		$1.35M Buy
59,566
+1,840
+3% +$41.4K 1.42% 19
2022
Q3 		$1.28M Buy
57,726
+1,499
+3% +$34.3K 1.49% 18
2022
Q2 		$1.27M Buy
56,227
+124
+0.2% +$2.87K 1.43% 17
2022
Q1 		$1.33M Buy
56,103
+28
+0% +$673 1.38% 20
2021
Q4 		$1.38M Buy
+56,075
New +$1.38M 1.29% 21

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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Meridian Financial's RIGS Position: Q1 2026 in Review

Meridian Financial reduced its ALPS Strategic Income Fund (RIGS) stake by 1.2% in Q1 2026, selling an estimated $25.8K and leaving 92,260 shares worth $2.11M. The position accounts for 1.15% of the portfolio, ranked #22.

Meridian Financial first reported a position in RIGS in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.17M in Q3 2025. 39 funds tracked by Wall St. Rank hold RIGS as of Q1 2026.

  • Meridian Financial held 92,260 shares of ALPS Strategic Income Fund worth $2.11M as of Q1 2026.
  • Meridian Financial sold 1,119 ALPS Strategic Income Fund shares in Q1 2026, an estimated $25.8K.
  • ALPS Strategic Income Fund made up 1.15% of Meridian Financial's portfolio in Q1 2026, its #22 holding.
  • Meridian Financial first reported a position in ALPS Strategic Income Fund in Q4 2021 and has held it in 18 quarters since.
  • Meridian Financial's ALPS Strategic Income Fund position peaked at $2.17M in Q3 2025.
  • 39 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q1 2026.

Based on Meridian Financial's 13F filing for Q1 2026, filed 21 Apr 2026.