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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
– Sell
-26,348
Closed -$596K – 105
2023
Q2
$596K Buy
+26,348
New +$601K 0.3% 42

Other funds holding RIGS

Selective Wealth Management's RIGS Position: Q3 2023 in Review

Selective Wealth Management sold out of ALPS Strategic Income Fund (RIGS) in Q3 2023, closing a stake of 26,348 shares — an estimated $596K sold.

Selective Wealth Management first reported a position in RIGS in Q2 2023 and held it in 1 quarter. The position peaked at $596K in Q2 2023. 46 funds tracked by Wall St. Rank hold RIGS as of Q3 2023.

  • Selective Wealth Management reported no remaining ALPS Strategic Income Fund position as of Q3 2023 after selling out during the quarter.
  • Selective Wealth Management sold 26,348 ALPS Strategic Income Fund shares in Q3 2023, an estimated $596K.
  • Selective Wealth Management first reported a position in ALPS Strategic Income Fund in Q2 2023 and held it in 1 quarter.
  • Selective Wealth Management's ALPS Strategic Income Fund position peaked at $596K in Q2 2023.
  • 46 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q3 2023.

Based on Selective Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.