ALPS Advisors’s Choiceone Financial COFS Stock Holding History

ALPS Advisors’s Portfolio COFS Stock Details COFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$549K	Buy	+16,990	New	+$571K	﹤0.01%	933

Other funds holding COFS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.12% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

FNBOMD

First National Bank of Mount Dora Mount Dora, Florida $503M AUM 20.28% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ALPS Advisors's COFS Position: Q3 2026 in Review

ALPS Advisors opened a new position in Choiceone Financial (COFS) in Q3 2026: 16,990 shares worth $549K. The stake represents ﹤0.01% of the portfolio and ranks #933 among its holdings.

38 funds tracked by Wall St. Rank hold COFS as of Q3 2026.

ALPS Advisors held 16,990 shares of Choiceone Financial worth $549K as of Q3 2026.
Choiceone Financial was a new ALPS Advisors position in Q3 2026.
Choiceone Financial made up ﹤0.01% of ALPS Advisors's portfolio in Q3 2026, its #933 holding.
38 funds tracked by Wall St. Rank held Choiceone Financial as of Q3 2026.

Based on ALPS Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.