CX Institutional’s ALPS Clean Energy ETF ACES Stock Holding History

CX Institutional’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
2022 Q3	–	Sell	-18	Closed	-$1K	–	459
2022 Q2	$1K	Buy	+18	New	+$943	﹤0.01%	1120

Other funds holding ACES

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

CX Institutional's ACES Position: Q3 2022 in Review

CX Institutional sold out of ALPS Clean Energy ETF (ACES) in Q3 2022, closing a stake of 18 shares — an estimated $1K sold.

CX Institutional first reported a position in ACES in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 81 funds tracked by Wall St. Rank hold ACES as of Q3 2022.

CX Institutional reported no remaining ALPS Clean Energy ETF position as of Q3 2022 after selling out during the quarter.
CX Institutional sold 18 ALPS Clean Energy ETF shares in Q3 2022, an estimated $1K.
CX Institutional first reported a position in ALPS Clean Energy ETF in Q2 2022 and held it in 1 quarter.
CX Institutional's ALPS Clean Energy ETF position peaked at $1K in Q2 2022.
81 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q3 2022.

Based on CX Institutional's 13F filing for Q3 2022, filed 4 Nov 2022.