Cooksen Wealth’s ALPS Clean Energy ETF ACES Stock Holding History

Cooksen Wealth’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 Q3	–	Sell	-223	Closed	-$5.75K	–	46
2025 Q2	$5.75K	Hold	223	–	–	﹤0.01%	78
2025 Q1	$6.62K	Buy	+223	New	+$5.56K	0.01%	87
2024 Q1	–	Sell	-223	Closed	-$8.01K	–	46
2023 Q4	$8.01K	Buy	+223	New	+$7.24K	0.01%	83

Other funds holding ACES

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cooksen Wealth's ACES Position: Q3 2025 in Review

Cooksen Wealth sold out of ALPS Clean Energy ETF (ACES) in Q3 2025, closing a stake of 223 shares — an estimated $5.75K sold.

Cooksen Wealth first reported a position in ACES in Q4 2023 and held it in 3 quarters. The position peaked at $8.01K in Q4 2023. 43 funds tracked by Wall St. Rank hold ACES as of Q3 2025.

Cooksen Wealth reported no remaining ALPS Clean Energy ETF position as of Q3 2025 after selling out during the quarter.
Cooksen Wealth sold 223 ALPS Clean Energy ETF shares in Q3 2025, an estimated $5.75K.
Cooksen Wealth first reported a position in ALPS Clean Energy ETF in Q4 2023 and held it in 3 quarters.
Cooksen Wealth's ALPS Clean Energy ETF position peaked at $8.01K in Q4 2023.
43 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q3 2025.

Based on Cooksen Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.