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Fortis Advisors’s ALPS Clean Energy ETF ACES Stock Holding History

Fortis Advisors’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
2020
Q3 		– Sell
-168
Closed -$7K – 148
2020
Q2 		$7K Hold
168
– – 0.01% 150
2020
Q1 		$5K Buy
+168
New +$5.94K ﹤0.01% 282

Other funds holding ACES

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fortis Advisors's ACES Position: Q3 2020 in Review

Fortis Advisors sold out of ALPS Clean Energy ETF (ACES) in Q3 2020, closing a stake of 168 shares — an estimated $7K sold.

Fortis Advisors first reported a position in ACES in Q1 2020 and held it in 2 quarters. The position peaked at $7K in Q2 2020. 38 funds tracked by Wall St. Rank hold ACES as of Q3 2020.

  • Fortis Advisors reported no remaining ALPS Clean Energy ETF position as of Q3 2020 after selling out during the quarter.
  • Fortis Advisors sold 168 ALPS Clean Energy ETF shares in Q3 2020, an estimated $7K.
  • Fortis Advisors first reported a position in ALPS Clean Energy ETF in Q1 2020 and held it in 2 quarters.
  • Fortis Advisors's ALPS Clean Energy ETF position peaked at $7K in Q2 2020.
  • 38 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q3 2020.

Based on Fortis Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.