Carson Wealth (CWM LLC)’s ALPS Clean Energy ETF ACES Stock Holding History

Carson Wealth (CWM 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
2025 Q4	–	Sell	-22	Closed	-$1K	–	5343
2025 Q3	$1K	Buy	+22	New	+$632	﹤0.01%	5071
2024 Q4	–	Sell	-2,156	Closed	-$63K	–	4875
2024 Q3	$63K	Buy	2,156 +2,106	+4,212%	+$60.8K	﹤0.01%	2514
2024 Q2	$1K	Hold	50	–	–	﹤0.01%	4290
2024 Q1	$1K	Hold	50	–	–	﹤0.01%	4055
2023 Q4	$2K	Hold	50	–	–	﹤0.01%	3767
2023 Q3	$2K	Hold	50	–	–	﹤0.01%	3744
2023 Q2	$2K	Hold	50	–	–	﹤0.01%	3740
2023 Q1	$2K	Hold	50	–	–	﹤0.01%	3602
2022 Q4	$2K	Hold	50	–	–	﹤0.01%	3491
2022 Q3	$3K	Hold	50	–	–	﹤0.01%	3256
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	3287
2022 Q1	$3K	Hold	50	–	–	﹤0.01%	2992
2021 Q4	$3K	Buy	+50	New	+$3.58K	﹤0.01%	2929

Other funds holding ACES

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ACES Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of ALPS Clean Energy ETF (ACES) in Q4 2025, closing a stake of 22 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in ACES in Q4 2021 and held it in 13 quarters. The position peaked at $63K in Q3 2024. 50 funds tracked by Wall St. Rank hold ACES as of Q4 2025.

Carson Wealth (CWM LLC) reported no remaining ALPS Clean Energy ETF position as of Q4 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 22 ALPS Clean Energy ETF shares in Q4 2025, an estimated $1K.
Carson Wealth (CWM LLC) first reported a position in ALPS Clean Energy ETF in Q4 2021 and held it in 13 quarters.
Carson Wealth (CWM LLC)'s ALPS Clean Energy ETF position peaked at $63K in Q3 2024.
50 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.