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

Selective 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
2023
Q3 		– Sell
-26,348
Closed -$596K – 105
2023
Q2 		$596K Buy
+26,348
New +$601K 0.3% 42

Other funds holding RIGS

ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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.