Valeo Financial Advisors’s ALPS Strategic Income Fund RIGS Stock Holding History

Valeo Financial 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 Q2	–	Sell	-235	Closed	-$6K	–	1526
2021 Q1	$6K	Hold	235	–	–	﹤0.01%	1524
2020 Q4	$6K	Hold	235	–	–	﹤0.01%	1340
2020 Q3	$6K	Hold	235	–	–	﹤0.01%	1220
2020 Q2	$6K	Hold	235	–	–	﹤0.01%	1471
2020 Q1	$6K	Hold	235	–	–	﹤0.01%	1265
2019 Q4	$6K	Hold	235	–	–	﹤0.01%	1245
2019 Q3	$6K	Hold	235	–	–	﹤0.01%	1170
2019 Q2	$6K	Hold	235	–	–	﹤0.01%	1167
2019 Q1	$6K	Hold	235	–	–	﹤0.01%	1112
2018 Q4	$6K	Hold	235	–	–	﹤0.01%	1029
2018 Q3	$6K	Hold	235	–	–	﹤0.01%	1145
2018 Q2	$6K	Hold	235	–	–	﹤0.01%	1099
2018 Q1	$6K	Buy	+235	New	+$5.84K	﹤0.01%	1089

Other funds holding RIGS

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Valeo Financial Advisors's RIGS Position: Q2 2021 in Review

Valeo Financial Advisors sold out of ALPS Strategic Income Fund (RIGS) in Q2 2021, closing a stake of 235 shares — an estimated $6K sold.

Valeo Financial Advisors first reported a position in RIGS in Q1 2018 and held it in 13 quarters. The position peaked at $6K in Q1 2021. 45 funds tracked by Wall St. Rank hold RIGS as of Q2 2021.

Valeo Financial Advisors reported no remaining ALPS Strategic Income Fund position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 235 ALPS Strategic Income Fund shares in Q2 2021, an estimated $6K.
Valeo Financial Advisors first reported a position in ALPS Strategic Income Fund in Q1 2018 and held it in 13 quarters.
Valeo Financial Advisors's ALPS Strategic Income Fund position peaked at $6K in Q1 2021.
45 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.