Avantax Advisory Services
ACES icon

Avantax Advisory Services’s ALPS Clean Energy ETF ACES Stock Holding History

Avantax Advisory Services’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
2024
Q1 		– Sell
-12,635
Closed -$454K – 1651
2023
Q4 		$454K Sell
12,635
-2,380
-16% -$77.2K ﹤0.01% 1041
2023
Q3 		$549K Sell
15,015
-898
-6% -$38.7K 0.01% 905
2023
Q2 		$719K Buy
15,913
+95
+0.6% +$4.15K 0.01% 799
2023
Q1 		$735K Sell
15,818
-593
-4% -$28.6K 0.01% 767
2022
Q4 		$747K Sell
16,411
-2,904
-15% -$152K 0.01% 717
2022
Q3 		$1.07M Sell
19,315
-269
-1% -$15.9K 0.02% 544
2022
Q2 		$952K Buy
19,584
+92
+0.5% +$4.82K 0.01% 558
2022
Q1 		$1.24M Sell
19,492
-2,234
-10% -$126K 0.02% 487
2021
Q4 		$1.39M Sell
21,726
-380
-2% -$27.2K 0.02% 437
2021
Q3 		$1.46M Buy
22,106
+2,079
+10% +$146K 0.02% 402
2021
Q2 		$1.52M Buy
20,027
+2,327
+13% +$166K 0.03% 389
2021
Q1 		$1.39M Buy
+17,700
New +$1.53M 0.03% 369

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 $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Money Design
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Avantax Advisory Services's ACES Position: Q1 2024 in Review

Avantax Advisory Services sold out of ALPS Clean Energy ETF (ACES) in Q1 2024, closing a stake of 12,635 shares — an estimated $454K sold.

Avantax Advisory Services first reported a position in ACES in Q1 2021 and held it in 12 quarters. The position peaked at $1.52M in Q2 2021. 70 funds tracked by Wall St. Rank hold ACES as of Q1 2024.

  • Avantax Advisory Services reported no remaining ALPS Clean Energy ETF position as of Q1 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 12,635 ALPS Clean Energy ETF shares in Q1 2024, an estimated $454K.
  • Avantax Advisory Services first reported a position in ALPS Clean Energy ETF in Q1 2021 and held it in 12 quarters.
  • Avantax Advisory Services's ALPS Clean Energy ETF position peaked at $1.52M in Q2 2021.
  • 70 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.