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

Allworth 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
2026 Q1	$19.4K	Hold	578	–	–	﹤0.01%	3026
2025 Q4	$18.7K	Hold	578	–	–	﹤0.01%	2872
2025 Q3	$18.5K	Hold	578	–	–	﹤0.01%	2758
2025 Q2	$14.9K	Sell	578 -10	-2%	-$240	﹤0.01%	2698
2025 Q1	$13.2K	Buy	588 +10	+2%	+$249	﹤0.01%	2298
2024 Q4	$14.7K	Hold	578	–	–	﹤0.01%	2286
2024 Q3	$17K	Hold	578	–	–	﹤0.01%	2016
2024 Q2	$17.2K	Hold	578	–	–	﹤0.01%	1971
2024 Q1	$17.2K	Sell	578 -72	-11%	-$2.17K	﹤0.01%	1860
2023 Q4	$23.3K	Hold	650	–	–	﹤0.01%	1560
2023 Q3	$23.8K	Hold	650	–	–	﹤0.01%	1421
2023 Q2	$29.4K	Sell	650 -100	-13%	-$4.37K	﹤0.01%	1333
2023 Q1	$34.9K	Buy	750 +100	+15%	+$4.83K	﹤0.01%	1211
2022 Q4	$29.6K	Hold	650	–	–	﹤0.01%	1205
2022 Q3	$36K	Hold	650	–	–	﹤0.01%	1075
2022 Q2	$32K	Buy	+650	New	+$34K	﹤0.01%	1058
2021 Q4	–	Sell	-293	Closed	-$19K	–	1898
2021 Q3	$19K	Hold	293	–	–	﹤0.01%	1042
2021 Q2	$22K	Buy	293 +1	+0.3%	+$71	﹤0.01%	820
2021 Q1	$23K	Hold	292	–	–	﹤0.01%	749
2020 Q4	$23K	Hold	292	–	–	﹤0.01%	630
2020 Q3	$16K	Buy	+292	New	+$14.2K	﹤0.01%	604

Other funds holding ACES

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Allworth Financial's ACES Position: Q1 2026 in Review

Allworth Financial held its ALPS Clean Energy ETF (ACES) position steady in Q1 2026 at 578 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3026.

Allworth Financial first reported a position in ACES in Q3 2020 and has held it in 21 quarters since. The position peaked at $36K in Q3 2022. 51 funds tracked by Wall St. Rank hold ACES as of Q1 2026.

Allworth Financial held 578 shares of ALPS Clean Energy ETF worth $19.4K as of Q1 2026.
Allworth Financial left its ALPS Clean Energy ETF share count unchanged in Q1 2026.
ALPS Clean Energy ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3026 holding.
Allworth Financial first reported a position in ALPS Clean Energy ETF in Q3 2020 and has held it in 21 quarters since.
Allworth Financial's ALPS Clean Energy ETF position peaked at $36K in Q3 2022.
51 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.