ALPS Advisors’s Clear Secure YOU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$390K Buy
14,044
+417
+3% +$11.6K ﹤0.01% 781
2025
Q1
$353K Buy
13,627
+2,627
+24% +$68.1K ﹤0.01% 774
2024
Q4
$293K Sell
11,000
-989
-8% -$26.3K ﹤0.01% 896
2024
Q3
$397K Buy
+11,989
New +$397K ﹤0.01% 654