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Cutler Group’s ALPS Clean Energy ETF ACES Stock Holding History

Cutler Group’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
Q1 		$6K Sell
213
-2,687
-93% -$81.1K ﹤0.01% 1467
2023
Q4 		$104K Buy
+2,900
New +$94.1K 0.01% 1038
2022
Q1 		– Sell
-100
Closed -$6K – 5210
2021
Q4 		$6K Buy
+100
New +$7.17K ﹤0.01% 4027
2021
Q3 		– Sell
-100
Closed -$7.01K – 5604
2021
Q2 		$7K Buy
+100
New +$7.14K ﹤0.01% 4152

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cutler Group's ACES Position: Q1 2024 in Review

Cutler Group reduced its ALPS Clean Energy ETF (ACES) stake by 93% in Q1 2024, selling an estimated $81.1K and leaving 213 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

Cutler Group first reported a position in ACES in Q2 2021 and has held it in 4 quarters since. The position peaked at $104K in Q4 2023. 69 funds tracked by Wall St. Rank hold ACES as of Q1 2024.

  • Cutler Group held 213 shares of ALPS Clean Energy ETF worth $6K as of Q1 2024.
  • Cutler Group sold 2,687 ALPS Clean Energy ETF shares in Q1 2024, an estimated $81.1K.
  • ALPS Clean Energy ETF made up ﹤0.01% of Cutler Group's portfolio in Q1 2024, its #1467 holding.
  • Cutler Group first reported a position in ALPS Clean Energy ETF in Q2 2021 and has held it in 4 quarters since.
  • Cutler Group's ALPS Clean Energy ETF position peaked at $104K in Q4 2023.
  • 69 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.