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ALPS | Smith Credit Opportunities Fund | SMCVXMutual Fund | |
FINANCIAL INVESTORS TRUST | |
Last update 1970-01-01 | 0 Stocks (0 new) |
Value $- | Turnover 0 % |
ALPS | Smith Credit Opportunities Fund's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
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BKLN | Invesco Senior Loan ETF | 2024-10-31 | Sold Out Sold Out | -86.31% | 20.69 ($21.01) 21.16 | $21.01 | 0% | Sold Out | 0 | -157,290 | |
SYF | Synchrony Financial | 2024-10-31 | Sold Out Sold Out | -3.84% | 43.77 ($49.86) 56.79 | $68.56 | 37.51% | Sold Out | 0 | -5,760 | |
JXN | Jackson Financial Inc | 2024-10-31 | Reduce Reduce | -0.64% | 69.1 ($89.46) 102.77 | $84.85 | -5.15% | Reduce -6.5% | 13,669 | -951 | |
BKLN | Invesco Senior Loan ETF | 2024-07-31 | Add Add | +43.15% | 20.96 ($21.11) 21.22 | $21.01 | -0.47% | Add 99.97% | 157,290 | 78,634 | |
SYF | Synchrony Financial | 2024-07-31 | Reduce Reduce | -9.62% | 41.69 ($46.12) 52.22 | $68.56 | 48.66% | Reduce -61.6% | 5,760 | -9,240 | |
BKLN | Invesco Senior Loan ETF | 2024-04-30 | New Buy New Buy | +68.55% | 21 ($21.1) 21.23 | $21.01 | -0.43% | New holding | 78,656 | 78,656 | |
OGN | Organon & Co | 2024-04-30 | Sold Out Sold Out | -39.71% | 16.04 ($17.87) 18.9 | $9.56 | -46.50% | Sold Out | 0 | -19,528 | |
SYF | Synchrony Financial | 2024-04-30 | New Buy New Buy | +15.61% | 38.53 ($41.21) 45.02 | $68.56 | 66.37% | New holding | 15,000 | 15,000 | |
JXN | Jackson Financial Inc | 2024-04-30 | Reduce Reduce | -9.60% | 49.19 ($59.96) 70.6 | $84.85 | 41.51% | Reduce -16.6% | 14,620 | -2,910 | |
T | AT&T Inc | 2024-04-30 | Sold Out Sold Out | -2.44% | 16.09 ($17.02) 18.04 | $27.02 | 58.75% | Sold Out | 0 | -832 |
ALPS | Smith Credit Opportunities Fund Total Holding History ($B)
ALPS | Smith Credit Opportunities Fund's Asset Allocation
ALPS | Smith Credit Opportunities Fund Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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ALPS | Smith Credit Opportunities Fund's Hypothetical Growth since 2025-04-30
ALPS | Smith Credit Opportunities Fund's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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ALPS | Smith Credit Opportunities Fund News
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