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Equitable Holdings’s ALPS Clean Energy ETF ACES Stock Holding History

Equitable Holdings’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
Q1 		– Sell
-6,547
Closed -$420K – 869
2021
Q4 		$420K Buy
6,547
+500
+8% +$35.8K 0.01% 607
2021
Q3 		$400K Sell
6,047
-2,556
-30% -$179K 0.01% 588
2021
Q2 		$652K Buy
8,603
+2,618
+44% +$187K 0.01% 478
2021
Q1 		$467K Buy
+5,985
New +$519K 0.01% 523

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Equitable Holdings's ACES Position: Q1 2022 in Review

Equitable Holdings sold out of ALPS Clean Energy ETF (ACES) in Q1 2022, closing a stake of 6,547 shares — an estimated $420K sold.

Equitable Holdings first reported a position in ACES in Q1 2021 and held it in 4 quarters. The position peaked at $652K in Q2 2021. 82 funds tracked by Wall St. Rank hold ACES as of Q1 2022.

  • Equitable Holdings reported no remaining ALPS Clean Energy ETF position as of Q1 2022 after selling out during the quarter.
  • Equitable Holdings sold 6,547 ALPS Clean Energy ETF shares in Q1 2022, an estimated $420K.
  • Equitable Holdings first reported a position in ALPS Clean Energy ETF in Q1 2021 and held it in 4 quarters.
  • Equitable Holdings's ALPS Clean Energy ETF position peaked at $652K in Q2 2021.
  • 82 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2022.

Based on Equitable Holdings's 13F filing for Q1 2022, filed 13 May 2022.