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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
Q2 		– Sell
-16,133
Closed -$369K – 1621
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 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
MF
Meridian Financial Holliston, Massachusetts $208M AUM 21.52% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Summit Financial's RIGS Position: Q2 2026 in Review

Summit Financial sold out of ALPS Strategic Income Fund (RIGS) in Q2 2026, closing a stake of 16,133 shares — an estimated $369K sold.

Summit Financial first reported a position in RIGS in Q1 2025 and held it in 5 quarters. The position peaked at $411K in Q3 2025. 37 funds tracked by Wall St. Rank hold RIGS as of Q2 2026.

  • Summit Financial reported no remaining ALPS Strategic Income Fund position as of Q2 2026 after selling out during the quarter.
  • Summit Financial sold 16,133 ALPS Strategic Income Fund shares in Q2 2026, an estimated $369K.
  • Summit Financial first reported a position in ALPS Strategic Income Fund in Q1 2025 and held it in 5 quarters.
  • Summit Financial's ALPS Strategic Income Fund position peaked at $411K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.