Bingham Osborn & Scarborough’s ALPS Clean Energy ETF ACES Stock Holding History

Bingham Osborn & Scarborough’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 Q4	–	Sell	-3,410	Closed	-$226K	–	4
2021 Q3	$226K	Hold	3,410	–	–	0.02%	146
2021 Q2	$259K	Hold	3,410	–	–	0.02%	137
2021 Q1	$266K	Buy	+3,410	New	+$296K	0.02%	124

Other funds holding ACES

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bingham Osborn & Scarborough's ACES Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of ALPS Clean Energy ETF (ACES) in Q4 2021, closing a stake of 3,410 shares — an estimated $226K sold.

Bingham Osborn & Scarborough first reported a position in ACES in Q1 2021 and held it in 3 quarters. The position peaked at $266K in Q1 2021. 89 funds tracked by Wall St. Rank hold ACES as of Q4 2021.

Bingham Osborn & Scarborough reported no remaining ALPS Clean Energy ETF position as of Q4 2021 after selling out during the quarter.
Bingham Osborn & Scarborough sold 3,410 ALPS Clean Energy ETF shares in Q4 2021, an estimated $226K.
Bingham Osborn & Scarborough first reported a position in ALPS Clean Energy ETF in Q1 2021 and held it in 3 quarters.
Bingham Osborn & Scarborough's ALPS Clean Energy ETF position peaked at $266K in Q1 2021.
89 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.