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Wolf Group Capital Advisors’s ALPS Strategic Income Fund RIGS Stock Holding History

Wolf Group Capital 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
2025
Q1 		– Sell
-24,615
Closed -$559K – 176
2024
Q4 		$559K Hold
24,615
– – 0.27% 80
2024
Q3 		$559K Buy
+24,615
New +$571K 0.27% 81
2024
Q2 		– Sell
-24,615
Closed -$559K – 137
2024
Q1 		$559K Hold
24,615
– – 0.27% 81
2023
Q4 		$559K Buy
24,615
+1,447
+6% +$32.3K 0.27% 81
2023
Q3 		$513K Sell
23,168
-882
-4% -$19.8K 0.24% 86
2023
Q2 		$548K Sell
24,050
-62
-0.3% -$1.41K 0.27% 82
2023
Q1 		$554K Sell
24,112
-98
-0.4% -$2.23K 0.28% 80
2022
Q4 		$548K Buy
24,210
+2,253
+10% +$50.7K 0.26% 82
2022
Q3 		$488K Buy
21,957
+629
+3% +$14.4K 0.27% 80
2022
Q2 		$484K Buy
21,328
+347
+2% +$8.02K 0.25% 81
2022
Q1 		$497K Sell
20,981
-39,559
-65% -$951K 0.25% 78
2021
Q4 		$1.49M Buy
60,540
+40,091
+196% +$988K 0.24% 80
2021
Q3 		$506K Buy
20,449
+1,580
+8% +$39.3K 0.28% 76
2021
Q2 		$468K Buy
18,869
+367
+2% +$9.1K 0.25% 75
2021
Q1 		$456K Buy
18,502
+131
+0.7% +$3.24K 0.26% 75
2020
Q4 		$455K Buy
18,371
+2,410
+15% +$59.6K 0.28% 65
2020
Q3 		$391K Buy
15,961
+285
+2% +$7.03K 0.27% 65
2020
Q2 		$385K Buy
15,676
+2,583
+20% +$61.1K 0.29% 61
2020
Q1 		$293K Buy
13,093
+1,317
+11% +$31.7K 0.24% 63
2019
Q4 		$293K Buy
11,776
+2,897
+33% +$72K 0.19% 64
2019
Q3 		$221K Sell
8,879
-4,036
-31% -$100K 0.15% 73
2019
Q2 		$320K Buy
12,915
+860
+7% +$21.3K 0.22% 62
2019
Q1 		$297K Buy
+12,055
New +$295K 0.2% 73

Other funds holding RIGS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $717M AUM 10.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MF
Meridian Financial Holliston, Massachusetts $183M AUM 14.74% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Wolf Group Capital Advisors's RIGS Position: Q1 2025 in Review

Wolf Group Capital Advisors sold out of ALPS Strategic Income Fund (RIGS) in Q1 2025, closing a stake of 24,615 shares — an estimated $559K sold.

Wolf Group Capital Advisors first reported a position in RIGS in Q1 2019 and held it in 23 quarters. The position peaked at $1.49M in Q4 2021. 44 funds tracked by Wall St. Rank hold RIGS as of Q1 2025.

  • Wolf Group Capital Advisors reported no remaining ALPS Strategic Income Fund position as of Q1 2025 after selling out during the quarter.
  • Wolf Group Capital Advisors sold 24,615 ALPS Strategic Income Fund shares in Q1 2025, an estimated $559K.
  • Wolf Group Capital Advisors first reported a position in ALPS Strategic Income Fund in Q1 2019 and held it in 23 quarters.
  • Wolf Group Capital Advisors's ALPS Strategic Income Fund position peaked at $1.49M in Q4 2021.
  • 44 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.