First Manhattan’s ALPS Clean Energy ETF ACES Stock Holding History

First Manhattan’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 Q4	–	Sell	-504	Closed	-$27K	–	1681
2022 Q3	$27K	Buy	504 +1	+0.2%	+$59	﹤0.01%	1042
2022 Q2	$24K	Buy	+503	New	+$26.3K	﹤0.01%	1079
2021 Q4	–	Sell	-510	Closed	-$33K	–	1562
2021 Q3	$33K	Buy	510 +210	+70%	+$14.7K	﹤0.01%	1064
2021 Q2	$22K	Buy	+300	New	+$21.4K	﹤0.01%	1142

Other funds holding ACES

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

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

First Manhattan's ACES Position: Q4 2022 in Review

First Manhattan sold out of ALPS Clean Energy ETF (ACES) in Q4 2022, closing a stake of 504 shares — an estimated $27K sold.

First Manhattan first reported a position in ACES in Q2 2021 and held it in 4 quarters. The position peaked at $33K in Q3 2021. 79 funds tracked by Wall St. Rank hold ACES as of Q4 2022.

First Manhattan reported no remaining ALPS Clean Energy ETF position as of Q4 2022 after selling out during the quarter.
First Manhattan sold 504 ALPS Clean Energy ETF shares in Q4 2022, an estimated $27K.
First Manhattan first reported a position in ALPS Clean Energy ETF in Q2 2021 and held it in 4 quarters.
First Manhattan's ALPS Clean Energy ETF position peaked at $33K in Q3 2021.
79 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q4 2022.

Based on First Manhattan's 13F filing for Q4 2022, filed 14 Feb 2023.