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

Oregon Pacific 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
Q3 		– Sell
-33,008
Closed -$768K – 152
2025
Q2 		$768K Sell
33,008
-2,401
-7% -$54.9K 0.73% 36
2025
Q1 		$818K Buy
35,409
+6,944
+24% +$159K 0.82% 32
2024
Q4 		$658K Buy
+28,465
New +$656K 0.65% 45

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
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 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 $768M AUM 16.55% 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

Oregon Pacific Wealth Management's RIGS Position: Q3 2025 in Review

Oregon Pacific Wealth Management sold out of ALPS Strategic Income Fund (RIGS) in Q3 2025, closing a stake of 33,008 shares — an estimated $768K sold.

Oregon Pacific Wealth Management first reported a position in RIGS in Q4 2024 and held it in 3 quarters. The position peaked at $818K in Q1 2025. 44 funds tracked by Wall St. Rank hold RIGS as of Q3 2025.

  • Oregon Pacific Wealth Management reported no remaining ALPS Strategic Income Fund position as of Q3 2025 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 33,008 ALPS Strategic Income Fund shares in Q3 2025, an estimated $768K.
  • Oregon Pacific Wealth Management first reported a position in ALPS Strategic Income Fund in Q4 2024 and held it in 3 quarters.
  • Oregon Pacific Wealth Management's ALPS Strategic Income Fund position peaked at $818K in Q1 2025.
  • 44 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q3 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.