ALPS Advisors’s United States Lime & Minerals USLM Stock Holding History

ALPS Advisors’s Portfolio USLM Stock Details USLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-4,218	Closed	-$441K	–	1305
2026 Q2	$441K	Buy	4,218 +60	+1%	+$6.97K	﹤0.01%	1025
2026 Q1	$543K	Buy	4,158 +530	+15%	+$63.7K	﹤0.01%	693
2025 Q4	$434K	Buy	3,628 +30	+0.8%	+$3.72K	﹤0.01%	841
2025 Q3	$473K	Sell	3,598 -311	-8%	-$35.9K	﹤0.01%	711
2025 Q2	$390K	Buy	3,909 +47	+1%	+$4.59K	﹤0.01%	778
2025 Q1	$341K	Sell	3,862 -361	-9%	-$37.5K	﹤0.01%	828
2024 Q4	$561K	Hold	4,223	–	–	﹤0.01%	583
2024 Q3	$412K	Sell	4,223 -1,777	-30%	-$143K	﹤0.01%	635
2024 Q2	$437K	Sell	6,000 -20	-0.3%	-$1.33K	﹤0.01%	610
2024 Q1	$359K	Sell	6,020 -1,255	-17%	-$64.7K	﹤0.01%	771
2023 Q4	$335K	Sell	7,275 -425	-6%	-$18K	﹤0.01%	796
2023 Q3	$310K	Buy	+7,700	New	+$320K	﹤0.01%	863

Other funds holding USLM

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

ALPS Advisors's USLM Position: Q3 2026 in Review

ALPS Advisors sold out of United States Lime & Minerals (USLM) in Q3 2026, closing a stake of 4,218 shares — an estimated $441K sold.

ALPS Advisors first reported a position in USLM in Q3 2023 and held it in 12 quarters. The position peaked at $561K in Q4 2024. 105 funds tracked by Wall St. Rank hold USLM as of Q3 2026.

ALPS Advisors reported no remaining United States Lime & Minerals position as of Q3 2026 after selling out during the quarter.
ALPS Advisors sold 4,218 United States Lime & Minerals shares in Q3 2026, an estimated $441K.
ALPS Advisors first reported a position in United States Lime & Minerals in Q3 2023 and held it in 12 quarters.
ALPS Advisors's United States Lime & Minerals position peaked at $561K in Q4 2024.
105 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2026.

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