Cassaday & Co Wealth Management
ACES icon

Cassaday & Co Wealth Management’s ALPS Clean Energy ETF ACES Stock Holding History

Cassaday & Co Wealth Management’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
2026
Q3 		$553 Hold
20
– – ﹤0.01% 1181
2026
Q2 		$709 Hold
20
– – ﹤0.01% 1104
2026
Q1 		$671 Buy
+20
New +$690 ﹤0.01% 1168

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LPL Financial
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Waystone Advisors
Waystone Advisors Redmond, Washington $134M AUM 14.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Trillium Asset Management
Trillium Asset Management Boston, Massachusetts $3.19B AUM 19.69% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Smithfield Trust
Smithfield Trust Pittsburgh, Pennsylvania $2.51B AUM 13.63% 1-Year Est. Return
Jacobi Capital Management
Jacobi Capital Management Pittston, Pennsylvania $2.11B AUM 19.6% 1-Year Est. Return
Aspect Partners
Aspect Partners Fairfax, Virginia $264M AUM 15.76% 1-Year Est. Return
Phillip James Consulting
Phillip James Consulting Plymouth, Minnesota $149M AUM 13.83% 1-Year Est. Return

Cassaday & Co Wealth Management's ACES Position: Q3 2026 in Review

Cassaday & Co Wealth Management held its ALPS Clean Energy ETF (ACES) position steady in Q3 2026 at 20 shares worth $553. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Cassaday & Co Wealth Management first reported a position in ACES in Q1 2026 and has held it in 3 quarters since. The position peaked at $709 in Q2 2026. 25 funds tracked by Wall St. Rank hold ACES as of Q3 2026.

  • Cassaday & Co Wealth Management held 20 shares of ALPS Clean Energy ETF worth $553 as of Q3 2026.
  • Cassaday & Co Wealth Management left its ALPS Clean Energy ETF share count unchanged in Q3 2026.
  • ALPS Clean Energy ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #1181 holding.
  • Cassaday & Co Wealth Management first reported a position in ALPS Clean Energy ETF in Q1 2026 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's ALPS Clean Energy ETF position peaked at $709 in Q2 2026.
  • 25 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.