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Cahill Financial Advisors’s ALPS Clean Energy ETF ACES Stock Holding History

Cahill Financial Advisors’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
-179
Closed -$12K – 223
2021
Q3 		$12K Buy
+179
New +$12.5K ﹤0.01% 517

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
MD
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

Cahill Financial Advisors's ACES Position: Q4 2021 in Review

Cahill Financial Advisors sold out of ALPS Clean Energy ETF (ACES) in Q4 2021, closing a stake of 179 shares — an estimated $12K sold.

Cahill Financial Advisors first reported a position in ACES in Q3 2021 and held it in 1 quarter. The position peaked at $12K in Q3 2021. 89 funds tracked by Wall St. Rank hold ACES as of Q4 2021.

  • Cahill Financial Advisors reported no remaining ALPS Clean Energy ETF position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 179 ALPS Clean Energy ETF shares in Q4 2021, an estimated $12K.
  • Cahill Financial Advisors first reported a position in ALPS Clean Energy ETF in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's ALPS Clean Energy ETF position peaked at $12K in Q3 2021.
  • 89 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.