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

Financial Management Professionals’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 Q2	$886	Hold	25	–	–	﹤0.01%	889
2026 Q1	$838	Hold	25	–	–	﹤0.01%	819
2025 Q4	$811	Hold	25	–	–	﹤0.01%	824
2025 Q3	$799	Hold	25	–	–	﹤0.01%	804
2025 Q2	$645	Hold	25	–	–	﹤0.01%	889
2025 Q1	$573	Hold	25	–	–	﹤0.01%	879
2024 Q4	$651	Hold	25	–	–	﹤0.01%	859
2024 Q3	$1K	Hold	25	–	–	﹤0.01%	781
2024 Q2	$1K	Hold	25	–	–	﹤0.01%	739
2024 Q1	$1K	Hold	25	–	–	﹤0.01%	800
2023 Q4	$1K	Hold	25	–	–	﹤0.01%	796
2023 Q3	$1K	Buy	+25	New	+$1.08K	﹤0.01%	748

Other funds holding ACES

Waystone Advisors Redmond, Washington $134M AUM

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Financial Management Professionals's ACES Position: Q2 2026 in Review

Financial Management Professionals held its ALPS Clean Energy ETF (ACES) position steady in Q2 2026 at 25 shares worth $886. The position accounts for ﹤0.01% of the portfolio, ranked #889.

Financial Management Professionals first reported a position in ACES in Q3 2023 and has held it in 12 quarters since. The position peaked at $1K in Q3 2024. 6 funds tracked by Wall St. Rank hold ACES as of Q2 2026.

Financial Management Professionals held 25 shares of ALPS Clean Energy ETF worth $886 as of Q2 2026.
Financial Management Professionals left its ALPS Clean Energy ETF share count unchanged in Q2 2026.
ALPS Clean Energy ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #889 holding.
Financial Management Professionals first reported a position in ALPS Clean Energy ETF in Q3 2023 and has held it in 12 quarters since.
Financial Management Professionals's ALPS Clean Energy ETF position peaked at $1K in Q3 2024.
6 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.