Strategic Investment Advisors’s ALPS Strategic Income Fund RIGS Stock Holding History

Strategic Investment Advisors’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 Q1	–	Sell	-48,163	Closed	-$1.19M	–	209
2020 Q4	$1.19M	Sell	48,163 -89,268	-65%	-$2.21M	0.34%	66
2020 Q3	$3.37M	Buy	137,431 +6,494	+5%	+$160K	1.14%	23
2020 Q2	$3.22M	Sell	130,937 -570	-0.4%	-$13.5K	1.21%	23
2020 Q1	$2.94M	Buy	131,507 +281	+0.2%	+$6.77K	1.35%	21
2019 Q4	$3.26M	Buy	131,226 +9,119	+7%	+$227K	1.35%	19
2019 Q3	$3.06M	Buy	122,107 +11,856	+11%	+$295K	1.47%	19
2019 Q2	$2.75M	Buy	110,251 +17,071	+18%	+$423K	1.5%	18
2019 Q1	$2.29M	Buy	93,180 +16,706	+22%	+$409K	1.57%	18
2018 Q4	$1.84M	Buy	+76,474	New	+$1.86M	1.65%	16

Other funds holding RIGS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ECA

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Strategic Investment Advisors's RIGS Position: Q1 2021 in Review

Strategic Investment Advisors sold out of ALPS Strategic Income Fund (RIGS) in Q1 2021, closing a stake of 48,163 shares — an estimated $1.19M sold.

Strategic Investment Advisors first reported a position in RIGS in Q4 2018 and held it in 9 quarters. The position peaked at $3.37M in Q3 2020. 42 funds tracked by Wall St. Rank hold RIGS as of Q1 2021.

Strategic Investment Advisors reported no remaining ALPS Strategic Income Fund position as of Q1 2021 after selling out during the quarter.
Strategic Investment Advisors sold 48,163 ALPS Strategic Income Fund shares in Q1 2021, an estimated $1.19M.
Strategic Investment Advisors first reported a position in ALPS Strategic Income Fund in Q4 2018 and held it in 9 quarters.
Strategic Investment Advisors's ALPS Strategic Income Fund position peaked at $3.37M in Q3 2020.
42 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q1 2021.

Based on Strategic Investment Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.