Historical shareholding details of ALPS/Smith Balanced Opportunity Fund holdings in Costco Wholesale Corp (COST)

Monthly changes of ALPS/Smith Balanced Opportunity Fund shareholding in Costco Wholesale Corp 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	88	0.00%

Mar 31, 2025	Alps/Smith Balanced Opportunity Fund	88	0.00%

Sep 30, 2024	Alps/Smith Balanced Opportunity Fund	199	0.00%

Jun 30, 2024	Alps/Smith Balanced Opportunity Fund	419	0.00%

Mar 31, 2024	Alps/Smith Balanced Opportunity Fund	454	0.00%

Dec 31, 2023	Alps/Smith Balanced Opportunity Fund	489	0.00%

Sep 30, 2023	Alps/Smith Balanced Opportunity Fund	489	0.00%

Jun 30, 2023	Alps/Smith Balanced Opportunity Fund	514	0.00%

Mar 31, 2023	Alps/Smith Balanced Opportunity Fund	514	0.00%