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Financial Advocates Investment Management’s ALPS Clean Energy ETF ACES Stock Holding History

Financial Advocates Investment 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
2021
Q2 		– Sell
-2,727
Closed -$213K – 734
2021
Q1 		$213K Buy
+2,727
New +$236K 0.02% 699

Other funds holding ACES

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CI
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $445B AUM 25.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Financial Advocates Investment Management's ACES Position: Q2 2021 in Review

Financial Advocates Investment Management sold out of ALPS Clean Energy ETF (ACES) in Q2 2021, closing a stake of 2,727 shares — an estimated $213K sold.

Financial Advocates Investment Management first reported a position in ACES in Q1 2021 and held it in 1 quarter. The position peaked at $213K in Q1 2021. 86 funds tracked by Wall St. Rank hold ACES as of Q2 2021.

  • Financial Advocates Investment Management reported no remaining ALPS Clean Energy ETF position as of Q2 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,727 ALPS Clean Energy ETF shares in Q2 2021, an estimated $213K.
  • Financial Advocates Investment Management first reported a position in ALPS Clean Energy ETF in Q1 2021 and held it in 1 quarter.
  • Financial Advocates Investment Management's ALPS Clean Energy ETF position peaked at $213K in Q1 2021.
  • 86 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2021.

Based on Financial Advocates Investment Management's 13F filing for Q2 2021, filed 3 Aug 2021.