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Sowell Financial Services’s ALPS Strategic Income Fund RIGS Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-3,647
Closed -$90K – 2244
2021
Q1 		$90K Buy
3,647
+3,130
+605% +$77.3K ﹤0.01% 1411
2020
Q4 		$13K Buy
517
+454
+721% +$11.2K ﹤0.01% 1922
2020
Q3 		$2K Hold
63
– – ﹤0.01% 2260
2020
Q2 		$2K Hold
63
– – ﹤0.01% 2196
2020
Q1 		$1K Buy
+63
New +$1.52K ﹤0.01% 2305

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PCIA
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TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Sowell Financial Services's RIGS Position: Q2 2021 in Review

Sowell Financial Services sold out of ALPS Strategic Income Fund (RIGS) in Q2 2021, closing a stake of 3,647 shares — an estimated $90K sold.

Sowell Financial Services first reported a position in RIGS in Q1 2020 and held it in 5 quarters. The position peaked at $90K in Q1 2021. 45 funds tracked by Wall St. Rank hold RIGS as of Q2 2021.

  • Sowell Financial Services reported no remaining ALPS Strategic Income Fund position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 3,647 ALPS Strategic Income Fund shares in Q2 2021, an estimated $90K.
  • Sowell Financial Services first reported a position in ALPS Strategic Income Fund in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's ALPS Strategic Income Fund position peaked at $90K in Q1 2021.
  • 45 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.