CoreCap Advisors’s ALPS Clean Energy ETF ACES Stock Holding History

CoreCap Advisors’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
2024 Q2	–	Sell	-62	Closed	-$1.84K	–	1610
2024 Q1	$1.84K	Buy	+62	New	+$1.87K	﹤0.01%	2140
2022 Q4	$2.82K	Buy	+62	New	+$3.25K	﹤0.01%	1867
2022 Q3	–	Sell	-62	Closed	-$3K	–	554
2022 Q2	$3K	Buy	+62	New	+$3.25K	﹤0.01%	1759
2022 Q1	–	Sell	-62	Closed	-$4K	–	563
2021 Q4	$4K	Buy	+62	New	+$4.45K	﹤0.01%	1778

Other funds holding ACES

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

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

CoreCap Advisors's ACES Position: Q2 2024 in Review

CoreCap Advisors sold out of ALPS Clean Energy ETF (ACES) in Q2 2024, closing a stake of 62 shares — an estimated $1.84K sold.

CoreCap Advisors first reported a position in ACES in Q4 2021 and held it in 4 quarters. The position peaked at $4K in Q4 2021. 57 funds tracked by Wall St. Rank hold ACES as of Q2 2024.

CoreCap Advisors reported no remaining ALPS Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
CoreCap Advisors sold 62 ALPS Clean Energy ETF shares in Q2 2024, an estimated $1.84K.
CoreCap Advisors first reported a position in ALPS Clean Energy ETF in Q4 2021 and held it in 4 quarters.
CoreCap Advisors's ALPS Clean Energy ETF position peaked at $4K in Q4 2021.
57 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2024.

Based on CoreCap Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.