Historical shareholding details of ALPS/Smith Balanced Opportunity Fund holdings in Wells Fargo & Co. (WFC)

Monthly changes of ALPS/Smith Balanced Opportunity Fund shareholding in Wells Fargo & Co. over the previous months

Month	Name	Total no. shares held	Percent Holding
Month	Name	Total no. shares held	Percent Holding
Jun 30, 2025	Alps/Smith Balanced Opportunity Fund	1,533	0.00%

Mar 31, 2025	Alps/Smith Balanced Opportunity Fund	1,148	0.00%

Sep 30, 2024	Alps/Smith Balanced Opportunity Fund	1,695	0.00%

Jun 30, 2024	Alps/Smith Balanced Opportunity Fund	4,695	0.00%

Mar 31, 2024	Alps/Smith Balanced Opportunity Fund	4,825	0.00%

Dec 31, 2023	Alps/Smith Balanced Opportunity Fund	6,415	0.00%

Sep 30, 2023	Alps/Smith Balanced Opportunity Fund	5,715	0.00%

Jun 30, 2023	Alps/Smith Balanced Opportunity Fund	2,265	0.00%

Mar 31, 2023	Alps/Smith Balanced Opportunity Fund	2,265	0.00%