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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
Q2 		$709 Hold
20
– – ﹤0.01% 1104
2026
Q1 		$671 Buy
+20
New +$690 ﹤0.01% 1168

Other funds holding ACES

CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cassaday & Co Wealth Management's ACES Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its ALPS Clean Energy ETF (ACES) position steady in Q2 2026 at 20 shares worth $709. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Cassaday & Co Wealth Management first reported a position in ACES in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold ACES as of Q2 2026.

  • Cassaday & Co Wealth Management held 20 shares of ALPS Clean Energy ETF worth $709 as of Q2 2026.
  • Cassaday & Co Wealth Management left its ALPS Clean Energy ETF share count unchanged in Q2 2026.
  • ALPS Clean Energy ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1104 holding.
  • Cassaday & Co Wealth Management first reported a position in ALPS Clean Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.