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Bullock Wealth Management’s ALPS Clean Energy ETF ACES Stock Holding History

Bullock Wealth 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
Q1 		– Sell
-36
Closed -$947 – 578
2024
Q4 		$947 Hold
36
– – ﹤0.01% 559
2024
Q3 		$1.04K Hold
36
– – ﹤0.01% 527
2024
Q2 		$1K Hold
36
– – ﹤0.01% 515
2024
Q1 		$1.06K Buy
+36
New +$1.09K ﹤0.01% 516

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bullock Wealth Management's ACES Position: Q1 2025 in Review

Bullock Wealth Management sold out of ALPS Clean Energy ETF (ACES) in Q1 2025, closing a stake of 36 shares — an estimated $947 sold.

Bullock Wealth Management first reported a position in ACES in Q1 2024 and held it in 4 quarters. The position peaked at $1.06K in Q1 2024. 42 funds tracked by Wall St. Rank hold ACES as of Q1 2025.

  • Bullock Wealth Management reported no remaining ALPS Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 36 ALPS Clean Energy ETF shares in Q1 2025, an estimated $947.
  • Bullock Wealth Management first reported a position in ALPS Clean Energy ETF in Q1 2024 and held it in 4 quarters.
  • Bullock Wealth Management's ALPS Clean Energy ETF position peaked at $1.06K in Q1 2024.
  • 42 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2025.

Based on Bullock Wealth Management's 13F filing for Q1 2025, filed 24 Sep 2026.