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

Focus Partners Wealth’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	$1.24M	Sell	35,121 -2,080	-6%	-$76.1K	﹤0.01%	1554
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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Wealth's ACES Position: Q2 2026 in Review

Focus Partners Wealth reduced its ALPS Clean Energy ETF (ACES) stake by 5.6% in Q2 2026, selling an estimated $76.1K and leaving 35,121 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

Focus Partners Wealth first reported a position in ACES in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.25M in Q1 2026. 51 funds tracked by Wall St. Rank hold ACES as of Q2 2026.

Focus Partners Wealth held 35,121 shares of ALPS Clean Energy ETF worth $1.24M as of Q2 2026.
Focus Partners Wealth sold 2,080 ALPS Clean Energy ETF shares in Q2 2026, an estimated $76.1K.
ALPS Clean Energy ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1554 holding.
Focus Partners Wealth first reported a position in ALPS Clean Energy ETF in Q4 2023 and has held it in 9 quarters since.
Focus Partners Wealth's ALPS Clean Energy ETF position peaked at $1.25M in Q1 2026.
51 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.