Capital Analysts LLC’s ALPS Clean Energy ETF ACES Stock Holding History

Capital Analysts 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
2023 Q1	–	Sell	-169	Closed	-$8K	–	967
2022 Q4	$8K	Hold	169	–	–	﹤0.01%	874
2022 Q3	$9K	Hold	169	–	–	﹤0.01%	806
2022 Q2	$8K	Hold	169	–	–	﹤0.01%	817
2022 Q1	$11K	Buy	+169	New	+$9.53K	﹤0.01%	732

Other funds holding ACES

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

Capital Analysts LLC's ACES Position: Q1 2023 in Review

Capital Analysts LLC sold out of ALPS Clean Energy ETF (ACES) in Q1 2023, closing a stake of 169 shares — an estimated $8K sold.

Capital Analysts LLC first reported a position in ACES in Q1 2022 and held it in 4 quarters. The position peaked at $11K in Q1 2022. 71 funds tracked by Wall St. Rank hold ACES as of Q1 2023.

Capital Analysts LLC reported no remaining ALPS Clean Energy ETF position as of Q1 2023 after selling out during the quarter.
Capital Analysts LLC sold 169 ALPS Clean Energy ETF shares in Q1 2023, an estimated $8K.
Capital Analysts LLC first reported a position in ALPS Clean Energy ETF in Q1 2022 and held it in 4 quarters.
Capital Analysts LLC's ALPS Clean Energy ETF position peaked at $11K in Q1 2022.
71 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2023.

Based on Capital Analysts LLC's 13F filing for Q1 2023, filed 5 May 2023.