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Atria Investments’s ALPS Clean Energy ETF ACES Stock Holding History

Atria Investments’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
Q3 		– Sell
-18,451
Closed -$1.4M – 783
2021
Q2 		$1.4M Buy
+18,451
New +$1.32M 0.03% 644

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

Atria Investments's ACES Position: Q3 2021 in Review

Atria Investments sold out of ALPS Clean Energy ETF (ACES) in Q3 2021, closing a stake of 18,451 shares — an estimated $1.4M sold.

Atria Investments first reported a position in ACES in Q2 2021 and held it in 1 quarter. The position peaked at $1.4M in Q2 2021. 83 funds tracked by Wall St. Rank hold ACES as of Q3 2021.

  • Atria Investments reported no remaining ALPS Clean Energy ETF position as of Q3 2021 after selling out during the quarter.
  • Atria Investments sold 18,451 ALPS Clean Energy ETF shares in Q3 2021, an estimated $1.4M.
  • Atria Investments first reported a position in ALPS Clean Energy ETF in Q2 2021 and held it in 1 quarter.
  • Atria Investments's ALPS Clean Energy ETF position peaked at $1.4M in Q2 2021.
  • 83 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q3 2021.

Based on Atria Investments's 13F filing for Q3 2021, filed 16 Nov 2021.