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 Q1	$671	Buy	+20	New	+$690	﹤0.01%	1168

Other funds holding ACES

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Cassaday & Co Wealth Management's ACES Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in ALPS Clean Energy ETF (ACES) in Q1 2026: 20 shares worth $671. The stake represents ﹤0.01% of the portfolio and ranks #1168 among its holdings.

51 funds tracked by Wall St. Rank hold ACES as of Q1 2026.

Cassaday & Co Wealth Management held 20 shares of ALPS Clean Energy ETF worth $671 as of Q1 2026.
ALPS Clean Energy ETF was a new Cassaday & Co Wealth Management position in Q1 2026.
ALPS Clean Energy ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #1168 holding.
51 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.