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Bedel Financial Consulting’s ALPS Clean Energy ETF ACES Stock Holding History

Bedel Financial Consulting’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
Q2 		– Sell
-396
Closed -$25K – 201
2022
Q1 		$25K Buy
+396
New +$22.3K 0.01% 509

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Bank of America
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MD
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JP Morgan Chase
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Northwestern Mutual Wealth Management
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KAS
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LPL Financial
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bedel Financial Consulting's ACES Position: Q2 2022 in Review

Bedel Financial Consulting sold out of ALPS Clean Energy ETF (ACES) in Q2 2022, closing a stake of 396 shares — an estimated $25K sold.

Bedel Financial Consulting first reported a position in ACES in Q1 2022 and held it in 1 quarter. The position peaked at $25K in Q1 2022. 78 funds tracked by Wall St. Rank hold ACES as of Q2 2022.

  • Bedel Financial Consulting reported no remaining ALPS Clean Energy ETF position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 396 ALPS Clean Energy ETF shares in Q2 2022, an estimated $25K.
  • Bedel Financial Consulting first reported a position in ALPS Clean Energy ETF in Q1 2022 and held it in 1 quarter.
  • Bedel Financial Consulting's ALPS Clean Energy ETF position peaked at $25K in Q1 2022.
  • 78 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.