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American Portfolios Advisors’s ALPS Clean Energy ETF ACES Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$15.3K Sell
275
-36
-12% -$2.13K ﹤0.01% 2320
2022
Q2 		$15.1K Sell
311
-149
-32% -$7.8K ﹤0.01% 2369
2022
Q1 		$29.2K Sell
460
-570
-55% -$32.1K ﹤0.01% 2168
2021
Q4 		$66.1K Buy
1,030
+75
+8% +$5.38K ﹤0.01% 1734
2021
Q3 		$63.1K Sell
955
-526
-36% -$36.9K ﹤0.01% 1660
2021
Q2 		$112K Buy
1,481
+161
+12% +$11.5K ﹤0.01% 1359
2021
Q1 		$103K Buy
1,320
+230
+21% +$19.9K ﹤0.01% 1305
2020
Q4 		$87.3K Sell
1,090
-1,123
-51% -$73.4K ﹤0.01% 1213
2020
Q3 		$123K Buy
2,213
+266
+14% +$13K 0.01% 987
2020
Q2 		$76.1K Sell
1,947
-575
-23% -$19.8K 0.01% 1119
2020
Q1 		$72.4K Buy
2,522
+249
+11% +$8.81K 0.01% 1010
2019
Q4 		$76.7K Buy
2,273
+623
+38% +$19.9K 0.01% 1182
2019
Q3 		$51.1K Hold
1,650
– – ﹤0.01% 1272
2019
Q2 		$48.9K Buy
+1,650
New +$46.7K ﹤0.01% 1283

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

American Portfolios Advisors's ACES Position: Q3 2022 in Review

American Portfolios Advisors reduced its ALPS Clean Energy ETF (ACES) stake by 12% in Q3 2022, selling an estimated $2.13K and leaving 275 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2320.

American Portfolios Advisors first reported a position in ACES in Q2 2019 and has held it in 14 quarters since. The position peaked at $123K in Q3 2020. 81 funds tracked by Wall St. Rank hold ACES as of Q3 2022.

  • American Portfolios Advisors held 275 shares of ALPS Clean Energy ETF worth $15.3K as of Q3 2022.
  • American Portfolios Advisors sold 36 ALPS Clean Energy ETF shares in Q3 2022, an estimated $2.13K.
  • ALPS Clean Energy ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2320 holding.
  • American Portfolios Advisors first reported a position in ALPS Clean Energy ETF in Q2 2019 and has held it in 14 quarters since.
  • American Portfolios Advisors's ALPS Clean Energy ETF position peaked at $123K in Q3 2020.
  • 81 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.