Brookstone Capital Management
ACES icon

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

Brookstone 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
2021
Q1 		– Sell
-90,597
Closed -$7.26M – 503
2020
Q4 		$7.26M Buy
+90,597
New +$5.92M 0.29% 66
2020
Q3 		– Sell
-76,530
Closed -$2.99M – 444
2020
Q2 		$2.99M Sell
76,530
-30,186
-28% -$1.04M 0.19% 81
2020
Q1 		$3.06M Buy
+106,716
New +$3.77M 0.18% 77

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51.6M AUM 46.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Brookstone Capital Management's ACES Position: Q1 2021 in Review

Brookstone Capital Management sold out of ALPS Clean Energy ETF (ACES) in Q1 2021, closing a stake of 90,597 shares — an estimated $7.26M sold.

Brookstone Capital Management first reported a position in ACES in Q1 2020 and held it in 3 quarters. The position peaked at $7.26M in Q4 2020. 92 funds tracked by Wall St. Rank hold ACES as of Q1 2021.

  • Brookstone Capital Management reported no remaining ALPS Clean Energy ETF position as of Q1 2021 after selling out during the quarter.
  • Brookstone Capital Management sold 90,597 ALPS Clean Energy ETF shares in Q1 2021, an estimated $7.26M.
  • Brookstone Capital Management first reported a position in ALPS Clean Energy ETF in Q1 2020 and held it in 3 quarters.
  • Brookstone Capital Management's ALPS Clean Energy ETF position peaked at $7.26M in Q4 2020.
  • 92 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2021.

Based on Brookstone Capital Management's 13F filing for Q1 2021, filed 16 Apr 2021.