Arkadios Wealth Advisors’s ALPS Clean Energy ETF ACES Stock Holding History

Arkadios Wealth 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
2021 Q4	–	Sell	-1,365	Closed	-$90K	–	585
2021 Q3	$90K	Sell	1,365 -60	-4%	-$4.2K	0.01%	715
2021 Q2	$108K	Buy	1,425 +490	+52%	+$35K	0.01%	701
2021 Q1	$72K	Buy	+935	New	+$81K	0.01%	601

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 $377B AUM 19.32% 1-Year Est. Return

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

EFL

ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Arkadios Wealth Advisors's ACES Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of ALPS Clean Energy ETF (ACES) in Q4 2021, closing a stake of 1,365 shares — an estimated $90K sold.

Arkadios Wealth Advisors first reported a position in ACES in Q1 2021 and held it in 3 quarters. The position peaked at $108K in Q2 2021. 89 funds tracked by Wall St. Rank hold ACES as of Q4 2021.

Arkadios Wealth Advisors reported no remaining ALPS Clean Energy ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,365 ALPS Clean Energy ETF shares in Q4 2021, an estimated $90K.
Arkadios Wealth Advisors first reported a position in ALPS Clean Energy ETF in Q1 2021 and held it in 3 quarters.
Arkadios Wealth Advisors's ALPS Clean Energy ETF position peaked at $108K in Q2 2021.
89 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.