Historical shareholding details of ALPS/Smith Balanced Opportunity Fund holdings in International Business Machines Corp. (IBM)

Monthly changes of ALPS/Smith Balanced Opportunity Fund shareholding in International Business Machines Corp. over the previous months

Month	Name	Total no. shares held	Percent Holding
Month	Name	Total no. shares held	Percent Holding
Mar 31, 2025	Alps/Smith Balanced Opportunity Fund	441	0.00%

Sep 30, 2024	Alps/Smith Balanced Opportunity Fund	610	0.00%

Jun 30, 2024	Alps/Smith Balanced Opportunity Fund	1,095	0.00%

Mar 31, 2024	Alps/Smith Balanced Opportunity Fund	1,095	0.00%

Dec 31, 2023	Alps/Smith Balanced Opportunity Fund	910	0.00%

Sep 30, 2023	Alps/Smith Balanced Opportunity Fund	910	0.00%