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FormulaFolio Investments’s ALPS Clean Energy ETF ACES Stock Holding History

FormulaFolio Investments’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
2021
Q2 		$4K Buy
+51
New +$3.64K ﹤0.01% 355
2021
Q1 		– Sell
-89,482
Closed -$7.17M – 470
2020
Q4 		$7.17M Buy
+89,482
New +$5.85M 0.15% 116

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

FormulaFolio Investments's ACES Position: Q2 2021 in Review

FormulaFolio Investments opened a new position in ALPS Clean Energy ETF (ACES) in Q2 2021: 51 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #355 among its holdings. This is a return to the name: FormulaFolio Investments previously reported a position in ACES as recently as Q4 2020.

FormulaFolio Investments first reported a position in ACES in Q4 2020 and has held it in 2 quarters since. The position peaked at $7.17M in Q4 2020. 86 funds tracked by Wall St. Rank hold ACES as of Q2 2021.

  • FormulaFolio Investments held 51 shares of ALPS Clean Energy ETF worth $4K as of Q2 2021.
  • ALPS Clean Energy ETF was a new FormulaFolio Investments position in Q2 2021.
  • ALPS Clean Energy ETF made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #355 holding.
  • FormulaFolio Investments first reported a position in ALPS Clean Energy ETF in Q4 2020 and has held it in 2 quarters since.
  • FormulaFolio Investments's ALPS Clean Energy ETF position peaked at $7.17M in Q4 2020.
  • 86 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.