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Zimmermann Investment Management & Planning’s ALPS Strategic Income Fund RIGS Stock Holding History

Zimmermann Investment Management & Planning’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
Q3 		– Sell
-24,604
Closed -$557K – 154
2024
Q2 		$557K Sell
24,604
-8,087
-25% -$183K 0.19% 74
2024
Q1 		$748K Buy
32,691
+14,895
+84% +$341K 0.27% 68
2023
Q4 		$412K Buy
+17,796
New +$398K 0.17% 78

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 $445B AUM 25.58% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MF
Meridian Financial Holliston, Massachusetts $208M AUM 21.52% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Zimmermann Investment Management & Planning's RIGS Position: Q3 2024 in Review

Zimmermann Investment Management & Planning sold out of ALPS Strategic Income Fund (RIGS) in Q3 2024, closing a stake of 24,604 shares — an estimated $557K sold.

Zimmermann Investment Management & Planning first reported a position in RIGS in Q4 2023 and held it in 3 quarters. The position peaked at $748K in Q1 2024. 40 funds tracked by Wall St. Rank hold RIGS as of Q3 2024.

  • Zimmermann Investment Management & Planning reported no remaining ALPS Strategic Income Fund position as of Q3 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 24,604 ALPS Strategic Income Fund shares in Q3 2024, an estimated $557K.
  • Zimmermann Investment Management & Planning first reported a position in ALPS Strategic Income Fund in Q4 2023 and held it in 3 quarters.
  • Zimmermann Investment Management & Planning's ALPS Strategic Income Fund position peaked at $748K in Q1 2024.
  • 40 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q3 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2024, filed 24 Oct 2024.