Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s ALPS Clean Energy ETF ACES Stock Holding History

Cambridge Investment Research 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
2024
Q2 		– Sell
-11,053
Closed -$328K – 3311
2024
Q1 		$328K Sell
11,053
-1,304
-11% -$39.3K ﹤0.01% 2628
2023
Q4 		$444K Sell
12,357
-16,741
-58% -$543K ﹤0.01% 2283
2023
Q3 		$1.06M Buy
29,098
+139
+0.5% +$5.99K 0.01% 1532
2023
Q2 		$1.31M Buy
28,959
+1,859
+7% +$81.2K 0.01% 1429
2023
Q1 		$1.26M Buy
27,100
+1,603
+6% +$77.4K 0.01% 1418
2022
Q4 		$1.16M Sell
25,497
-358
-1% -$18.7K 0.01% 1413
2022
Q3 		$1.44M Buy
25,855
+1,019
+4% +$60.4K 0.01% 1245
2022
Q2 		$1.21M Sell
24,836
-49,923
-67% -$2.62M 0.01% 1341
2022
Q1 		$4.73M Buy
74,759
+7,375
+11% +$416K 0.02% 656
2021
Q4 		$4.32M Sell
67,384
-2,109
-3% -$151K 0.02% 712
2021
Q3 		$4.6M Buy
69,493
+2,520
+4% +$177K 0.02% 645
2021
Q2 		$5.08M Buy
66,973
+1,853
+3% +$132K 0.02% 610
2021
Q1 		$5.08M Buy
65,120
+3,163
+5% +$274K 0.03% 557
2020
Q4 		$4.97M Buy
61,957
+29,148
+89% +$1.91M 0.03% 531
2020
Q3 		$1.82M Buy
32,809
+5,764
+21% +$281K 0.01% 851
2020
Q2 		$1.06M Buy
27,045
+7,914
+41% +$273K 0.01% 1094
2020
Q1 		$549K Sell
19,131
-1,882
-9% -$66.6K 0.01% 1305
2019
Q4 		$709K Buy
21,013
+3,065
+17% +$97.8K 0.01% 1353
2019
Q3 		$556K Buy
+17,948
New +$551K ﹤0.01% 1430

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors's ACES Position: Q2 2024 in Review

Cambridge Investment Research Advisors sold out of ALPS Clean Energy ETF (ACES) in Q2 2024, closing a stake of 11,053 shares — an estimated $328K sold.

Cambridge Investment Research Advisors first reported a position in ACES in Q3 2019 and held it in 19 quarters. The position peaked at $5.08M in Q1 2021. 57 funds tracked by Wall St. Rank hold ACES as of Q2 2024.

  • Cambridge Investment Research Advisors reported no remaining ALPS Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 11,053 ALPS Clean Energy ETF shares in Q2 2024, an estimated $328K.
  • Cambridge Investment Research Advisors first reported a position in ALPS Clean Energy ETF in Q3 2019 and held it in 19 quarters.
  • Cambridge Investment Research Advisors's ALPS Clean Energy ETF position peaked at $5.08M in Q1 2021.
  • 57 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.