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Financial Gravity Asset Management’s ALPS Clean Energy ETF ACES Stock Holding History

Financial Gravity Asset 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
2023
Q2 		– Sell
-5
Closed – – 1632
2023
Q1 		$0 Buy
+5
New +$241 ﹤0.01% 1116

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Financial Gravity Asset Management's ACES Position: Q2 2023 in Review

Financial Gravity Asset Management sold out of ALPS Clean Energy ETF (ACES) in Q2 2023, closing a stake of 5 shares.

Financial Gravity Asset Management first reported a position in ACES in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 72 funds tracked by Wall St. Rank hold ACES as of Q2 2023.

  • Financial Gravity Asset Management reported no remaining ALPS Clean Energy ETF position as of Q2 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 5 ALPS Clean Energy ETF shares in Q2 2023.
  • Financial Gravity Asset Management first reported a position in ALPS Clean Energy ETF in Q1 2023 and held it in 1 quarter.
  • Financial Gravity Asset Management's ALPS Clean Energy ETF position peaked at $0 in Q1 2023.
  • 72 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2023.

Based on Financial Gravity Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.