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Aspire Private Capital’s ALPS Clean Energy ETF ACES Stock Holding History

Aspire Private Capital’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
2023
Q3 		– Sell
-7
Closed -$316 – 702
2023
Q2 		$316 Buy
+7
New +$306 ﹤0.01% 626

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Aspire Private Capital's ACES Position: Q3 2023 in Review

Aspire Private Capital sold out of ALPS Clean Energy ETF (ACES) in Q3 2023, closing a stake of 7 shares — an estimated $316 sold.

Aspire Private Capital first reported a position in ACES in Q2 2023 and held it in 1 quarter. The position peaked at $316 in Q2 2023. 64 funds tracked by Wall St. Rank hold ACES as of Q3 2023.

  • Aspire Private Capital reported no remaining ALPS Clean Energy ETF position as of Q3 2023 after selling out during the quarter.
  • Aspire Private Capital sold 7 ALPS Clean Energy ETF shares in Q3 2023, an estimated $316.
  • Aspire Private Capital first reported a position in ALPS Clean Energy ETF in Q2 2023 and held it in 1 quarter.
  • Aspire Private Capital's ALPS Clean Energy ETF position peaked at $316 in Q2 2023.
  • 64 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q3 2023.

Based on Aspire Private Capital's 13F filing for Q3 2023, filed 3 Nov 2023.