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Coldstream Capital Management’s ALPS Clean Energy ETF ACES Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-655
Closed -$15K – 1122
2025
Q1 		$15K Buy
+655
New +$16.3K ﹤0.01% 2221

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coldstream Capital Management's ACES Position: Q2 2025 in Review

Coldstream Capital Management sold out of ALPS Clean Energy ETF (ACES) in Q2 2025, closing a stake of 655 shares — an estimated $15K sold.

Coldstream Capital Management first reported a position in ACES in Q1 2025 and held it in 1 quarter. The position peaked at $15K in Q1 2025. 41 funds tracked by Wall St. Rank hold ACES as of Q2 2025.

  • Coldstream Capital Management reported no remaining ALPS Clean Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 655 ALPS Clean Energy ETF shares in Q2 2025, an estimated $15K.
  • Coldstream Capital Management first reported a position in ALPS Clean Energy ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's ALPS Clean Energy ETF position peaked at $15K in Q1 2025.
  • 41 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.