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Clear Creek Financial Management’s ALPS Clean Energy ETF ACES Stock Holding History

Clear Creek Financial 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
2021
Q1 		– Sell
-3,390
Closed -$271K – 49
2020
Q4 		$271K Buy
+3,390
New +$222K 0.05% 249

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Royal Bank of Canada
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LPL Financial
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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Clear Creek Financial Management's ACES Position: Q1 2021 in Review

Clear Creek Financial Management sold out of ALPS Clean Energy ETF (ACES) in Q1 2021, closing a stake of 3,390 shares — an estimated $271K sold.

Clear Creek Financial Management first reported a position in ACES in Q4 2020 and held it in 1 quarter. The position peaked at $271K in Q4 2020. 92 funds tracked by Wall St. Rank hold ACES as of Q1 2021.

  • Clear Creek Financial Management reported no remaining ALPS Clean Energy ETF position as of Q1 2021 after selling out during the quarter.
  • Clear Creek Financial Management sold 3,390 ALPS Clean Energy ETF shares in Q1 2021, an estimated $271K.
  • Clear Creek Financial Management first reported a position in ALPS Clean Energy ETF in Q4 2020 and held it in 1 quarter.
  • Clear Creek Financial Management's ALPS Clean Energy ETF position peaked at $271K in Q4 2020.
  • 92 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2021.

Based on Clear Creek Financial Management's 13F filing for Q1 2021, filed 23 Apr 2021.