Alps Strategic Income FundRIGSETF
13F holders, Q1 2024 (March 31)44holders
$22.88avg. 13F price*
At the end of Q1 2024, 44 institutions reported holding Alps Strategic Income Fund (RIGS) in their 13F filings. The largest holders were Elevated Capital Advisors, LLC ($12.5M), Morgan Stanley ($6.2M) and RiverFront Investment Group, LLC ($5.4M).
- Company
- Alps Strategic Income Fund
- Filed as
- ALPS ETF TR (Q1 2024)
- CUSIP
- 00162Q783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $237K |
| Exits | 6 | $2.2M |
Ownership 44 holders
| Elevated Capital Advisors, LLC | 3.60% | Add +41.0% | 548,439 | $12.5M |
| Morgan Stanley | 0.00% | Reduce -17.4% | 272,637 | $6.2M |
| RiverFront Investment Group, LLC | 0.15% | Add +14.9% | 234,756 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -2.2% | 195,840 | $4.5M |
| Osaic Holdings, Inc. | 0.01% | Add +11.2% | 155,935 | $3.6M |
| LPL Financial LLC | 0.00% | Add +421.1% | 139,250 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.1% | 133,567 | $3.1M |
| Certified Advisory Corp | 0.41% | Add +0.4% | 126,746 | $2.9M |
| Prospera Financial Services Inc | 0.06% | Add +25.3% | 91,064 | $2.1M |
| Truist Financial Corp. | 0.00% | Add +5.8% | 90,895 | $2.1M |
| UBS Group AG | 0.00% | Reduce -7.5% | 89,312 | $2.0M |
| Jane Street Group, LLC | 0.00% | Reduce -4.3% | 85,063 | $1.9M |
| Meridian Financial Advisors, LLC | 1.38% | Add +7.7% | 80,713 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Add +5.8% | 70,867 | $1.6M |
| Koshinski Asset Management, Inc. | 0.16% | Reduce -42.0% | 68,883 | $1.6M |
| Arkansas Financial Group, Inc. | 0.27% | Add +37.0% | 66,581 | $1.5M |
| Capital Wealth Management, LLC | 0.61% | Reduce -14.7% | 55,928 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Add +0.0% | 51,068 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +24.9% | 44,136 | $1.0M |
| Royal Bank of Canada | 0.00% | Reduce -63.4% | 41,318 | $945K |
| Private Advisor Group, LLC | 0.01% | Add +3.7% | 39,440 | $902K |
| Cetera Investment Advisers | 0.00% | Add +36.9% | 33,961 | $777K |
| Zimmermann Investment Management & Planning LLC | 0.27% | Add +83.7% | 32,691 | $748K |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -7.2% | 27,819 | $637K |
| Kestra Advisory Services, LLC | 0.00% | Add +46.1% | 25,385 | $581K |
| Wolf Group Capital Advisors | 0.27% | No change | 24,615 | $559K |
| IFG Advisory, LLC | 0.04% | Reduce -15.2% | 22,070 | $505K |
| PFG Advisors | 0.03% | Add +25.8% | 18,917 | $433K |
| TAP Consulting, LLC | 0.09% | Reduce -0.0% | 17,652 | $404K |
| Laraway Financial Advisors Inc | 0.28% | Reduce -13.3% | 14,093 | $322K |
| Opal Wealth Advisors, LLC | 0.10% | Add +23.8% | 13,530 | $310K |
| Cibc World Market Inc. | 0.00% | No change | 10,206 | $234K |
| Equitable Holdings, Inc. | 0.00% | New | 9,848 | $225K |
| Advisory Alpha, LLC | 0.01% | Reduce -12.9% | 9,805 | $224K |
| Farther Finance Advisors, LLC | 0.00% | No change | 3,250 | $74K |
| MGB Wealth Management, LLC | 0.03% | Reduce -2.1% | 2,859 | $65K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,000 | $46K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +2.5% | 1,763 | $40K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 1,454 | $33K |
| Harbour Investments, Inc. | 0.00% | Add +1.1% | 1,138 | $26K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 1,000 | $23K |
| Global Retirement Partners, LLC | 0.00% | Reduce -68.2% | 634 | $15K |
| WASHINGTON TRUST Co | 0.00% | New | 510 | $12K |
| NewEdge Advisors, LLC | 0.00% | No change | 194 | $4K |
"% of holder's portfolio" is RIGS's weight in each manager's 13F, not the share of Alps Strategic Income Fund the manager owns.