Creative Planning
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Creative Planning’s ALPS Clean Energy ETF ACES Stock Holding History

Creative Planning’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
-15,988
Closed -$475K – 3065
2024
Q1 		$475K Buy
15,988
+541
+4% +$16.3K ﹤0.01% 1892
2023
Q4 		$555K Buy
15,447
+3,673
+31% +$119K ﹤0.01% 1649
2023
Q3 		$431K Sell
11,774
-3,831
-25% -$165K ﹤0.01% 1657
2023
Q2 		$705K Buy
15,605
+7,253
+87% +$317K ﹤0.01% 1330
2023
Q1 		$388K Buy
8,352
+2,790
+50% +$135K ﹤0.01% 1639
2022
Q4 		$253K Sell
5,562
-4,657
-46% -$244K ﹤0.01% 1847
2022
Q3 		$567K Buy
10,219
+4,949
+94% +$293K ﹤0.01% 1256
2022
Q2 		$256K Sell
5,270
-4
-0.1% -$210 ﹤0.01% 1718
2022
Q1 		$334K Sell
5,274
-2,300
-30% -$130K ﹤0.01% 1556
2021
Q4 		$486K Buy
7,574
+734
+11% +$52.6K ﹤0.01% 1316
2021
Q3 		$452K Buy
6,840
+847
+14% +$59.3K ﹤0.01% 1355
2021
Q2 		$454K Sell
5,993
-2,861
-32% -$204K ﹤0.01% 1336
2021
Q1 		$691K Buy
8,854
+4,978
+128% +$431K ﹤0.01% 1232
2020
Q4 		$311K Buy
+3,876
New +$253K ﹤0.01% 1608

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's ACES Position: Q2 2024 in Review

Creative Planning sold out of ALPS Clean Energy ETF (ACES) in Q2 2024, closing a stake of 15,988 shares — an estimated $475K sold.

Creative Planning first reported a position in ACES in Q4 2020 and held it in 14 quarters. The position peaked at $705K in Q2 2023. 57 funds tracked by Wall St. Rank hold ACES as of Q2 2024.

  • Creative Planning reported no remaining ALPS Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Creative Planning sold 15,988 ALPS Clean Energy ETF shares in Q2 2024, an estimated $475K.
  • Creative Planning first reported a position in ALPS Clean Energy ETF in Q4 2020 and held it in 14 quarters.
  • Creative Planning's ALPS Clean Energy ETF position peaked at $705K in Q2 2023.
  • 57 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2024.

Based on Creative Planning's 13F filing for Q2 2024, filed 15 Aug 2024.