Allworth Financial’s i3 Verticals IIIV Stock Holding History

Allworth Financial’s Portfolio IIIV Stock Details IIIV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.48K	Buy
2025 Q4	$126	Sell
2025 Q3	$293	Buy
2022 Q4	–	Sell
2022 Q3	$12K	Buy