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

Sugarloaf 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
Q1 		– Sell
-227
Closed -$5.15K – 765
2022
Q4 		$5.15K Sell
227
-1
-0.4% -$23 ﹤0.01% 578
2022
Q3 		$6K Buy
228
+1
+0.4% +$23 ﹤0.01% 595
2022
Q2 		$5K Buy
227
+2
+0.9% +$46 ﹤0.01% 613
2022
Q1 		$5K Buy
225
+1
+0.4% +$24 ﹤0.01% 571
2021
Q4 		$6K Buy
224
+1
+0.4% +$25 ﹤0.01% 578
2021
Q3 		$6K Buy
223
+1
+0.5% +$25 ﹤0.01% 594
2021
Q2 		$5K Buy
222
+2
+0.9% +$50 ﹤0.01% 603
2021
Q1 		$5 Buy
220
+2
+0.9% +$49 ﹤0.01% 594
2020
Q4 		$5K Buy
218
+1
+0.5% +$25 ﹤0.01% 558
2020
Q3 		$5K Buy
217
+2
+0.9% +$49 ﹤0.01% 523
2020
Q2 		$5K Buy
215
+2
+0.9% +$47 ﹤0.01% 527
2020
Q1 		$5K Buy
213
+2
+0.9% +$48 ﹤0.01% 514
2019
Q4 		$5K Buy
+211
New +$5.25K ﹤0.01% 549

Other funds holding RIGS

ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Morgan Stanley
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sugarloaf Wealth Management's RIGS Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of ALPS Strategic Income Fund (RIGS) in Q1 2023, closing a stake of 227 shares — an estimated $5.15K sold.

Sugarloaf Wealth Management first reported a position in RIGS in Q4 2019 and held it in 13 quarters. The position peaked at $6K in Q3 2022. 42 funds tracked by Wall St. Rank hold RIGS as of Q1 2023.

  • Sugarloaf Wealth Management reported no remaining ALPS Strategic Income Fund position as of Q1 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 227 ALPS Strategic Income Fund shares in Q1 2023, an estimated $5.15K.
  • Sugarloaf Wealth Management first reported a position in ALPS Strategic Income Fund in Q4 2019 and held it in 13 quarters.
  • Sugarloaf Wealth Management's ALPS Strategic Income Fund position peaked at $6K in Q3 2022.
  • 42 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.