Institutional Ownership Riverfront Strategic Income Fd (RIGS)
This table provides information about the institutional ownership of Riverfront Strategic Income Fd (RIGS). We have compiled data on the 51 institutions that hold shares in the stock, with a total of 2.57 Million shares, which have been reported (via 13F filing form) to have a value of $59.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,323
shares
|
$377,714
0.0% of portfolio
|
Q3 2024
Reduced 49.15%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
15,659
shares
|
$362,349
0.31% of portfolio
|
Q2 2025
Reduced 38.99%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
14,648
shares
|
$338,954
0.0% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
14,006
shares
|
$324,098
0.25% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
13,875
shares
|
$321,067
0.1% of portfolio
|
Q1 2025
Reduced 20.77%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
10,454
shares
|
$241,905
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,113
shares
|
$210,874
0.09% of portfolio
|
Q3 2023
Reduced 43.22%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
9,103
shares
|
$210,643
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
8,968
shares
|
$207,519
0.06% of portfolio
|
Q3 2025
Added 5.06%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
6,302
shares
|
$145,828
0.08% of portfolio
|
Q1 2025
Reduced 55.39%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
5,360
shares
|
$124,030
0.41% of portfolio
|
Q2 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,770
shares
|
$110,377
0.0% of portfolio
|
Q2 2024
Added 170.56%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
2,112
shares
|
$48,871
0.02% of portfolio
|
Q2 2025
Reduced 8.77%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,600
shares
|
$37,024
0.0% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
1,591
shares
|
$36,815
0.0% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,565
shares
|
$36,214
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
842
shares
|
$19,483
0.0% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
646
shares
|
$14,948
0.0% of portfolio
|
Q1 2025
Added 1800.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
595
shares
|
$13,768
0.0% of portfolio
|
Q2 2025
Reduced 35.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
362
shares
|
$8,376
0.0% of portfolio
|
Q2 2025
Added 43.08%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
250
shares
|
$5,785
0.0% of portfolio
|
Q2 2025
Reduced 34.73%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
166
shares
|
$3,841
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
93
shares
|
$2,152
0.0% of portfolio
|
Q1 2025
Added 13.41%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
88
shares
|
$2,036
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$23
0.0% of portfolio
|
Q1 2025
Reduced 98.25%
|