Carroll Financial Associates’s ALPS Clean Energy ETF ACES Stock Holding History

Carroll Financial Associates’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	$83K	Hold	1,291	–	–	﹤0.01%	580
2021 Q3	$85K	Hold	1,291	–	–	﹤0.01%	581
2021 Q2	$97K	Hold	1,291	–	–	0.01%	592
2021 Q1	$100K	Hold	1,291	–	–	0.01%	564
2020 Q4	$103K	Hold	1,291	–	–	0.01%	514
2020 Q3	$71K	Hold	1,291	–	–	0.01%	554
2020 Q2	$50K	Hold	1,291	–	–	﹤0.01%	653
2020 Q1	$37K	Buy	+1,291	New	+$45.7K	﹤0.01%	641

Other funds holding ACES

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Carroll Financial Associates's ACES Position: Q4 2021 in Review

Carroll Financial Associates held its ALPS Clean Energy ETF (ACES) position steady in Q4 2021 at 1,291 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Carroll Financial Associates first reported a position in ACES in Q1 2020 and has held it in 8 quarters since. The position peaked at $103K in Q4 2020. 89 funds tracked by Wall St. Rank hold ACES as of Q4 2021.

Carroll Financial Associates held 1,291 shares of ALPS Clean Energy ETF worth $83K as of Q4 2021.
Carroll Financial Associates left its ALPS Clean Energy ETF share count unchanged in Q4 2021.
ALPS Clean Energy ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #580 holding.
Carroll Financial Associates first reported a position in ALPS Clean Energy ETF in Q1 2020 and has held it in 8 quarters since.
Carroll Financial Associates's ALPS Clean Energy ETF position peaked at $103K in Q4 2020.
89 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.