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Summit Financial’s ALPS Strategic Income Fund RIGS Stock Holding History

Summit Financial’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
2026
Q1 		$369K Hold
16,133
– – ﹤0.01% 1096
2025
Q4 		$372K Sell
16,133
-1,519
-9% -$35.2K 0.01% 993
2025
Q3 		$411K Hold
17,652
– – 0.01% 950
2025
Q2 		$411K Hold
17,652
– – 0.01% 607
2025
Q1 		$408K Buy
+17,652
New +$404K 0.01% 561

Other funds holding RIGS

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
MF
Meridian Financial Holliston, Massachusetts $208M AUM 21.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Summit Financial's RIGS Position: Q1 2026 in Review

Summit Financial held its ALPS Strategic Income Fund (RIGS) position steady in Q1 2026 at 16,133 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Summit Financial first reported a position in RIGS in Q1 2025 and has held it in 5 quarters since. The position peaked at $411K in Q3 2025. 39 funds tracked by Wall St. Rank hold RIGS as of Q1 2026.

  • Summit Financial held 16,133 shares of ALPS Strategic Income Fund worth $369K as of Q1 2026.
  • Summit Financial left its ALPS Strategic Income Fund share count unchanged in Q1 2026.
  • ALPS Strategic Income Fund made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1096 holding.
  • Summit Financial first reported a position in ALPS Strategic Income Fund in Q1 2025 and has held it in 5 quarters since.
  • Summit Financial's ALPS Strategic Income Fund position peaked at $411K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.