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Atwood & Palmer’s ALPS Clean Energy ETF ACES Stock Holding History

Atwood & Palmer’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
Q1 		– Sell
-500
Closed -$32K – 440
2021
Q4 		$32K Hold
500
– – ﹤0.01% 267
2021
Q3 		$33K Buy
+500
New +$35K ﹤0.01% 256

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Atwood & Palmer's ACES Position: Q1 2022 in Review

Atwood & Palmer sold out of ALPS Clean Energy ETF (ACES) in Q1 2022, closing a stake of 500 shares — an estimated $32K sold.

Atwood & Palmer first reported a position in ACES in Q3 2021 and held it in 2 quarters. The position peaked at $33K in Q3 2021. 82 funds tracked by Wall St. Rank hold ACES as of Q1 2022.

  • Atwood & Palmer reported no remaining ALPS Clean Energy ETF position as of Q1 2022 after selling out during the quarter.
  • Atwood & Palmer sold 500 ALPS Clean Energy ETF shares in Q1 2022, an estimated $32K.
  • Atwood & Palmer first reported a position in ALPS Clean Energy ETF in Q3 2021 and held it in 2 quarters.
  • Atwood & Palmer's ALPS Clean Energy ETF position peaked at $33K in Q3 2021.
  • 82 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2022.

Based on Atwood & Palmer's 13F filing for Q1 2022, filed 29 Apr 2022.