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MGB Wealth Management’s ALPS Strategic Income Fund RIGS Stock Holding History

MGB Wealth Management’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
Q4 		$31.5K Sell
1,368
-744
-35% -$17.2K 0.01% 277
2025
Q3 		$49.2K Hold
2,112
– – 0.01% 265
2025
Q2 		$49.1K Sell
2,112
-203
-9% -$4.64K 0.02% 260
2025
Q1 		$53.5K Buy
2,315
+263
+13% +$6.02K 0.02% 249
2024
Q4 		$47.5K Sell
2,052
-807
-28% -$18.6K 0.01% 242
2024
Q3 		$67.1K Hold
2,859
– – 0.02% 229
2024
Q2 		$65.8K Hold
2,859
– – 0.02% 227
2024
Q1 		$65.4K Sell
2,859
-61
-2% -$1.4K 0.03% 218
2023
Q4 		$67.6K Buy
+2,920
New +$65.3K 0.03% 212

Other funds holding RIGS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MF
Meridian Financial Holliston, Massachusetts $208M AUM 21.52% 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

MGB Wealth Management's RIGS Position: Q4 2025 in Review

MGB Wealth Management reduced its ALPS Strategic Income Fund (RIGS) stake by 35% in Q4 2025, selling an estimated $17.2K and leaving 1,368 shares worth $31.5K. The position accounts for 0.01% of the portfolio, ranked #277.

MGB Wealth Management first reported a position in RIGS in Q4 2023 and has held it in 9 quarters since. The position peaked at $67.6K in Q4 2023. 38 funds tracked by Wall St. Rank hold RIGS as of Q4 2025.

  • MGB Wealth Management held 1,368 shares of ALPS Strategic Income Fund worth $31.5K as of Q4 2025.
  • MGB Wealth Management sold 744 ALPS Strategic Income Fund shares in Q4 2025, an estimated $17.2K.
  • ALPS Strategic Income Fund made up 0.01% of MGB Wealth Management's portfolio in Q4 2025, its #277 holding.
  • MGB Wealth Management first reported a position in ALPS Strategic Income Fund in Q4 2023 and has held it in 9 quarters since.
  • MGB Wealth Management's ALPS Strategic Income Fund position peaked at $67.6K in Q4 2023.
  • 38 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.