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	1.16%	27
2021 Q1	$134M	Buy	+1,716,850	New	+$149M	1.58%	20

Other funds holding ACES

CIBC Private Wealth Group

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

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

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

Northwestern Mutual Wealth Management

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

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return