American Institute for Advanced Investment Management’s ALPS Clean Energy ETF ACES Stock Holding History

American Institute for Advanced Investment 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
2021 Q4	–	Sell	-13,927	Closed	-$921K	–	128
2021 Q3	$921K	Sell	13,927 -365	-3%	-$25.6K	0.65%	47
2021 Q2	$1.08M	Buy	14,292 +1,981	+16%	+$141K	0.76%	42
2021 Q1	$961K	Buy	12,311 +3,295	+37%	+$286K	0.73%	43
2020 Q4	$723K	Buy	+9,016	New	+$590K	0.58%	51

Other funds holding ACES

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

American Institute for Advanced Investment Management's ACES Position: Q4 2021 in Review

American Institute for Advanced Investment Management sold out of ALPS Clean Energy ETF (ACES) in Q4 2021, closing a stake of 13,927 shares — an estimated $921K sold.

American Institute for Advanced Investment Management first reported a position in ACES in Q4 2020 and held it in 4 quarters. The position peaked at $1.08M in Q2 2021. 89 funds tracked by Wall St. Rank hold ACES as of Q4 2021.

American Institute for Advanced Investment Management reported no remaining ALPS Clean Energy ETF position as of Q4 2021 after selling out during the quarter.
American Institute for Advanced Investment Management sold 13,927 ALPS Clean Energy ETF shares in Q4 2021, an estimated $921K.
American Institute for Advanced Investment Management first reported a position in ALPS Clean Energy ETF in Q4 2020 and held it in 4 quarters.
American Institute for Advanced Investment Management's ALPS Clean Energy ETF position peaked at $1.08M in Q2 2021.
89 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q4 2021.

Based on American Institute for Advanced Investment Management's 13F filing for Q4 2021, filed 10 Feb 2022.