BPRLX
Beacon Planned Return Strategy Fund
ALPS SERIES TRUST

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

No positions in this category.

No positions in this category.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Invesco Government & Agency Portfolio, Institutional Class 3,325,612 4,819,825 1,494,213 1.57% $1.49M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Goldman Sachs Financial Square Funds - Treasury Instruments Fund 3,613,895 291,072 -3,322,823 0.09% -$3.32M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Zoetis, Inc. 03/20/2026 110 Put 0 0 0 98.33% $20.10M

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