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TAP Consulting’s ALPS Strategic Income Fund RIGS Stock Holding History

TAP Consulting’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
2024
Q4 		$408K Hold
17,652
– – 0.08% 121
2024
Q3 		$414K Hold
17,652
– – 0.08% 123
2024
Q2 		$400K Hold
17,652
– – 0.08% 127
2024
Q1 		$404K Sell
17,652
-7
-0% -$160 0.09% 125
2023
Q4 		$409K Sell
17,659
-114
-0.6% -$2.55K 0.1% 105
2023
Q3 		$394K Sell
17,773
-2,562
-13% -$57.6K 0.1% 109
2023
Q2 		$462K Sell
20,335
-1,077
-5% -$24.6K 0.11% 111
2023
Q1 		$492K Sell
21,412
-174,233
-89% -$3.97M 0.12% 101
2022
Q4 		$4.43M Sell
195,645
-9,694
-5% -$218K 1.16% 19
2022
Q3 		$4.57M Sell
205,339
-55,692
-21% -$1.28M 1.22% 17
2022
Q2 		$5.92M Sell
261,031
-123,309
-32% -$2.85M 1.64% 15
2022
Q1 		$9.11M Buy
384,340
+57,585
+18% +$1.38M 2.39% 10
2021
Q4 		$8.05M Buy
326,755
+97,942
+43% +$2.41M 1.84% 14
2021
Q3 		$5.66M Buy
228,813
+5,598
+3% +$139K 1.52% 22
2021
Q2 		$5.54M Buy
+223,215
New +$5.53M 1.56% 20

Other funds holding RIGS

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
AFG
Arkansas Financial Group Little Rock, Arkansas $717M AUM 10.97% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MF
Meridian Financial Holliston, Massachusetts $183M AUM 14.74% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.73B AUM 21.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return