Holdings
Alpine Bank Wealth Management
As of Sep 30, 2026, Alpine Bank Wealth Management reported 410 positions worth US$757M. Largest: Invesco S&P 500 Momentum ETF, WisdomTree Floating Rate Treasury Fund and F/m US Treasury 3 Month Bill Fund. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Invesco S&P 500 Momentum ETF | 498K | US$75.5M | new | Sep 30, 2026 |
| WisdomTree Floating Rate Treasury Fund | 992K | US$50M | new | Sep 30, 2026 |
| F/m US Treasury 3 Month Bill Fund | 872K | US$43.5M | new | Sep 30, 2026 |
| Invesco RAFI Strategic US ETF | 610K | US$41.4M | new | Sep 30, 2026 |
| Janus Henderson AAA CLO ETF | 819K | US$41.3M | new | Sep 30, 2026 |
| WisdomTree Efficient Gold Plus Equity Strategy Fund | 642K | US$40.9M | new | Sep 30, 2026 |
| Invesco S&P 500 Quality ETF | 478K | US$40.2M | new | Sep 30, 2026 |
| iShares Floating Rate Bond ETF | 684K | US$34.9M | new | Sep 30, 2026 |
| iShares Core S&P 500 ETF | 41,404 | US$31.7M | new | Sep 30, 2026 |
| WisdomTree Efficient U.S. Plus International Equity Fund | 583K | US$27.4M | new | Sep 30, 2026 |