Focus Partners Wealth’s ALPS Clean Energy ETF ACES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.25M Buy
37,201
+5,161
+16% +$178K ﹤0.01% 1523
2025
Q4
$1.04M Buy
32,040
+3,039
+10% +$103K ﹤0.01% 1623
2025
Q3
$926K Sell
29,001
-772
-3% -$22.2K ﹤0.01% 1315
2025
Q2
$768K Buy
+29,773
New +$713K ﹤0.01% 1254
2024
Q4
Sell
-7,146
Closed -$210K 1897
2024
Q3
$210K Buy
7,146
+28
+0.4% +$809 ﹤0.01% 1447
2024
Q2
$200K Buy
7,118
+69
+1% +$2.01K ﹤0.01% 1162
2024
Q1
$209K Sell
7,049
-6,254
-47% -$189K ﹤0.01% 924
2023
Q4
$478K Buy
+13,303
New +$432K 0.01% 585

Other funds holding ACES