CFG
ACES icon

CMC Financial Group’s ALPS Clean Energy ETF ACES Stock Holding History

CMC Financial Group’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
Q2 		– Sell
-55,476
Closed -$4.33M – 31
2021
Q1 		$4.33M Buy
+55,476
New +$4.81M 2.6% 5

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

CMC Financial Group's ACES Position: Q2 2021 in Review

CMC Financial Group sold out of ALPS Clean Energy ETF (ACES) in Q2 2021, closing a stake of 55,476 shares — an estimated $4.33M sold.

CMC Financial Group first reported a position in ACES in Q1 2021 and held it in 1 quarter. The position peaked at $4.33M in Q1 2021. 86 funds tracked by Wall St. Rank hold ACES as of Q2 2021.

  • CMC Financial Group reported no remaining ALPS Clean Energy ETF position as of Q2 2021 after selling out during the quarter.
  • CMC Financial Group sold 55,476 ALPS Clean Energy ETF shares in Q2 2021, an estimated $4.33M.
  • CMC Financial Group first reported a position in ALPS Clean Energy ETF in Q1 2021 and held it in 1 quarter.
  • CMC Financial Group's ALPS Clean Energy ETF position peaked at $4.33M in Q1 2021.
  • 86 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2021.

Based on CMC Financial Group's 13F filing for Q2 2021, filed 11 Aug 2021.