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AE Wealth Management’s ALPS Clean Energy ETF ACES Stock Holding History

AE Wealth Management’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
-10
Closed -$229 – 2160
2025
Q1 		$229 Buy
+10
New +$249 ﹤0.01% 2124

Other funds holding ACES

CIBC Private Wealth Group
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AE Wealth Management's ACES Position: Q2 2025 in Review

AE Wealth Management sold out of ALPS Clean Energy ETF (ACES) in Q2 2025, closing a stake of 10 shares — an estimated $229 sold.

AE Wealth Management first reported a position in ACES in Q1 2025 and held it in 1 quarter. The position peaked at $229 in Q1 2025. 41 funds tracked by Wall St. Rank hold ACES as of Q2 2025.

  • AE Wealth Management reported no remaining ALPS Clean Energy ETF position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 10 ALPS Clean Energy ETF shares in Q2 2025, an estimated $229.
  • AE Wealth Management first reported a position in ALPS Clean Energy ETF in Q1 2025 and held it in 1 quarter.
  • AE Wealth Management's ALPS Clean Energy ETF position peaked at $229 in Q1 2025.
  • 41 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.