Raleigh Capital Management’s ALPS Strategic Income Fund RIGS Stock Holding History

Raleigh Capital 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
2024 Q1	–	Sell	-1,604	Closed	-$37.2K	–	1143
2023 Q4	$37.2K	Buy	1,604 +267	+20%	+$5.97K	0.02%	316
2023 Q3	$29.6K	Sell	1,337 -263	-16%	-$5.92K	0.02%	325
2023 Q2	$36.3K	Buy	1,600 +3	+0.2%	+$68	0.02%	284
2023 Q1	$36.7K	Sell	1,597 -256	-14%	-$5.84K	0.02%	285
2022 Q4	$41.9K	Buy	1,853 +623	+51%	+$14K	0.02%	248
2022 Q3	$27K	Buy	1,230 +162	+15%	+$3.71K	0.02%	270
2022 Q2	$24K	Sell	1,068 -66	-6%	-$1.53K	0.01%	283
2022 Q1	$27K	Buy	+1,134	New	+$27.3K	0.01%	279

Other funds holding RIGS

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Raleigh Capital Management's RIGS Position: Q1 2024 in Review

Raleigh Capital Management sold out of ALPS Strategic Income Fund (RIGS) in Q1 2024, closing a stake of 1,604 shares — an estimated $37.2K sold.

Raleigh Capital Management first reported a position in RIGS in Q1 2022 and held it in 8 quarters. The position peaked at $41.9K in Q4 2022. 45 funds tracked by Wall St. Rank hold RIGS as of Q1 2024.

Raleigh Capital Management reported no remaining ALPS Strategic Income Fund position as of Q1 2024 after selling out during the quarter.
Raleigh Capital Management sold 1,604 ALPS Strategic Income Fund shares in Q1 2024, an estimated $37.2K.
Raleigh Capital Management first reported a position in ALPS Strategic Income Fund in Q1 2022 and held it in 8 quarters.
Raleigh Capital Management's ALPS Strategic Income Fund position peaked at $41.9K in Q4 2022.
45 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q1 2024.

Based on Raleigh Capital Management's 13F filing for Q1 2024, filed 13 May 2024.