Blume Capital Management’s ALPS Clean Energy ETF ACES Stock Holding History

Blume Capital Management’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
2025 Q4	–	Sell	-1,500	Closed	-$47.9K	–	334
2025 Q3	$47.9K	Hold	1,500	–	–	0.01%	197
2025 Q2	$38.7K	Hold	1,500	–	–	0.01%	199
2025 Q1	$34.4K	Sell	1,500 -2,000	-57%	-$49.9K	0.01%	203
2024 Q4	$91.1K	Sell	3,500 -500	-13%	-$13.8K	0.02%	152
2024 Q3	$118K	Hold	4,000	–	–	0.03%	145
2024 Q2	$113K	Buy	4,000 +500	+14%	+$14.5K	0.03%	141
2024 Q1	$104K	Buy	3,500 +2,000	+133%	+$60.3K	0.03%	145
2023 Q4	$53.8K	Buy	+1,500	New	+$48.7K	0.01%	171

Other funds holding ACES

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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Blume Capital Management's ACES Position: Q4 2025 in Review

Blume Capital Management sold out of ALPS Clean Energy ETF (ACES) in Q4 2025, closing a stake of 1,500 shares — an estimated $47.9K sold.

Blume Capital Management first reported a position in ACES in Q4 2023 and held it in 8 quarters. The position peaked at $118K in Q3 2024. 50 funds tracked by Wall St. Rank hold ACES as of Q4 2025.

Blume Capital Management reported no remaining ALPS Clean Energy ETF position as of Q4 2025 after selling out during the quarter.
Blume Capital Management sold 1,500 ALPS Clean Energy ETF shares in Q4 2025, an estimated $47.9K.
Blume Capital Management first reported a position in ALPS Clean Energy ETF in Q4 2023 and held it in 8 quarters.
Blume Capital Management's ALPS Clean Energy ETF position peaked at $118K in Q3 2024.
50 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q4 2025.

Based on Blume Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.