Bogart Wealth LLC’s ALPS Clean Energy ETF ACES Stock Holding History

Bogart Wealth LLC’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 Q4	–	Sell	-25	Closed	-$1K	–	1039
2022 Q3	$1K	Buy	+25	New	+$1.48K	﹤0.01%	858

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bogart Wealth LLC's ACES Position: Q4 2022 in Review

Bogart Wealth LLC sold out of ALPS Clean Energy ETF (ACES) in Q4 2022, closing a stake of 25 shares — an estimated $1K sold.

Bogart Wealth LLC first reported a position in ACES in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 79 funds tracked by Wall St. Rank hold ACES as of Q4 2022.

Bogart Wealth LLC reported no remaining ALPS Clean Energy ETF position as of Q4 2022 after selling out during the quarter.
Bogart Wealth LLC sold 25 ALPS Clean Energy ETF shares in Q4 2022, an estimated $1K.
Bogart Wealth LLC first reported a position in ALPS Clean Energy ETF in Q3 2022 and held it in 1 quarter.
Bogart Wealth LLC's ALPS Clean Energy ETF position peaked at $1K in Q3 2022.
79 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.