EPG Wealth Management’s ALPS Clean Energy ETF ACES Stock Holding History

EPG Wealth Management’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
2026 Q1	–	Sell	-7	Closed	-$228	–	322
2025 Q4	$228	Hold	7	–	–	﹤0.01%	319
2025 Q3	$224	Buy	+7	New	+$201	﹤0.01%	320
2024 Q2	–	Sell	-165	Closed	-$4.9K	–	446
2024 Q1	$4.9K	Buy	+165	New	+$4.98K	﹤0.01%	411

Other funds holding ACES

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

EPG Wealth Management's ACES Position: Q1 2026 in Review

EPG Wealth Management sold out of ALPS Clean Energy ETF (ACES) in Q1 2026, closing a stake of 7 shares — an estimated $228 sold.

EPG Wealth Management first reported a position in ACES in Q1 2024 and held it in 3 quarters. The position peaked at $4.9K in Q1 2024. 51 funds tracked by Wall St. Rank hold ACES as of Q1 2026.

EPG Wealth Management reported no remaining ALPS Clean Energy ETF position as of Q1 2026 after selling out during the quarter.
EPG Wealth Management sold 7 ALPS Clean Energy ETF shares in Q1 2026, an estimated $228.
EPG Wealth Management first reported a position in ALPS Clean Energy ETF in Q1 2024 and held it in 3 quarters.
EPG Wealth Management's ALPS Clean Energy ETF position peaked at $4.9K in Q1 2024.
51 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.