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

Compass 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
2026
Q2 		$444 Buy
+13
New +$476 ﹤0.01% 1421

Other funds holding ACES

CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GS
GTS Securities New York $4.75B AUM 41.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Compass Financial Management's ACES Position: Q2 2026 in Review

Compass Financial Management opened a new position in ALPS Clean Energy ETF (ACES) in Q2 2026: 13 shares worth $444. The stake represents ﹤0.01% of the portfolio and ranks #1421 among its holdings.

49 funds tracked by Wall St. Rank hold ACES as of Q2 2026.

  • Compass Financial Management held 13 shares of ALPS Clean Energy ETF worth $444 as of Q2 2026.
  • ALPS Clean Energy ETF was a new Compass Financial Management position in Q2 2026.
  • ALPS Clean Energy ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1421 holding.
  • 49 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.