Clal Insurance’s ALPS Clean Energy ETF ACES Stock Holding History

Clal Insurance’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
2023 Q1	–	Sell	-1,222,850	Closed	-$55.6M	–	148
2022 Q4	$55.6M	Hold	1,222,850	–	–	0.83%	38
2022 Q3	$67.9M	Hold	1,222,850	–	–	0.93%	33
2022 Q2	$59.5M	Sell	1,222,850 -88,000	-7%	-$4.61M	0.79%	42
2022 Q1	$83M	Hold	1,310,850	–	–	0.88%	34
2021 Q4	$84.1M	Hold	1,310,850	–	–	0.91%	32
2021 Q3	$86.7M	Hold	1,310,850	–	–	0.99%	31
2021 Q2	$99.4M	Sell	1,310,850 -406,000	-24%	-$29M	1.14%	27
2021 Q1	$134M	Buy	+1,716,850	New	+$149M	1.55%	20

Other funds holding ACES

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

EFL

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

Clal Insurance's ACES Position: Q1 2023 in Review

Clal Insurance sold out of ALPS Clean Energy ETF (ACES) in Q1 2023, closing a stake of 1,222,850 shares — an estimated $55.6M sold.

Clal Insurance first reported a position in ACES in Q1 2021 and held it in 8 quarters. The position peaked at $134M in Q1 2021. 70 funds tracked by Wall St. Rank hold ACES as of Q1 2023.

Clal Insurance reported no remaining ALPS Clean Energy ETF position as of Q1 2023 after selling out during the quarter.
Clal Insurance sold 1,222,850 ALPS Clean Energy ETF shares in Q1 2023, an estimated $55.6M.
Clal Insurance first reported a position in ALPS Clean Energy ETF in Q1 2021 and held it in 8 quarters.
Clal Insurance's ALPS Clean Energy ETF position peaked at $134M in Q1 2021.
70 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2023.

Based on Clal Insurance's 13F filing for Q1 2023, filed 9 May 2023.