Advisornet Financial’s ALPS Clean Energy ETF ACES Stock Holding History

Advisornet Financial’s Portfolio ACES Stock Details ACES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-12	Closed	-$275	–	2229
2025 Q1	$275	Hold	12	–	–	﹤0.01%	2047
2024 Q4	$312	Hold	12	–	–	﹤0.01%	1842
2024 Q3	$353	Hold	12	–	–	﹤0.01%	2056
2024 Q2	$338	Hold	12	–	–	﹤0.01%	1983
2024 Q1	$356	Sell	12 -43	-78%	-$1.3K	﹤0.01%	1915
2023 Q4	$1.98K	Buy	55 +43	+358%	+$1.4K	﹤0.01%	1718
2023 Q3	$439	Hold	12	–	–	﹤0.01%	2012
2023 Q2	$542	Hold	12	–	–	﹤0.01%	2041
2023 Q1	$558	Hold	12	–	–	﹤0.01%	2042
2022 Q4	$546	Buy	12 +3	+33%	+$157	﹤0.01%	2011
2022 Q3	$0	Hold	9	–	–	﹤0.01%	1847
2022 Q2	$0	Hold	9	–	–	﹤0.01%	1860
2022 Q1	$1K	Buy	+9	New	+$507	﹤0.01%	1837
2021 Q4	–	Sell	-15	Closed	-$1K	–	2002
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	1790
2021 Q2	$1K	Hold	15	–	–	﹤0.01%	1728
2021 Q1	$1K	Hold	15	–	–	﹤0.01%	1672
2020 Q4	$1K	Buy	+15	New	+$981	﹤0.01%	1578

Other funds holding ACES

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisornet Financial's ACES Position: Q2 2025 in Review

Advisornet Financial sold out of ALPS Clean Energy ETF (ACES) in Q2 2025, closing a stake of 12 shares — an estimated $275 sold.

Advisornet Financial first reported a position in ACES in Q4 2020 and held it in 17 quarters. The position peaked at $1.98K in Q4 2023. 41 funds tracked by Wall St. Rank hold ACES as of Q2 2025.

Advisornet Financial reported no remaining ALPS Clean Energy ETF position as of Q2 2025 after selling out during the quarter.
Advisornet Financial sold 12 ALPS Clean Energy ETF shares in Q2 2025, an estimated $275.
Advisornet Financial first reported a position in ALPS Clean Energy ETF in Q4 2020 and held it in 17 quarters.
Advisornet Financial's ALPS Clean Energy ETF position peaked at $1.98K in Q4 2023.
41 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2025.

Based on Advisornet Financial's 13F filing for Q2 2025, filed 14 Jul 2025.