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Founders Financial Securities’s ALPS Clean Energy ETF ACES Stock Holding History

Founders Financial Securities’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 		– Sell
-2,615
Closed -$204K – 296
2021
Q1 		$204K Hold
2,615
– – 0.05% 247
2020
Q4 		$210K Buy
+2,615
New +$171K 0.05% 219

Other funds holding ACES

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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

Founders Financial Securities's ACES Position: Q2 2021 in Review

Founders Financial Securities sold out of ALPS Clean Energy ETF (ACES) in Q2 2021, closing a stake of 2,615 shares — an estimated $204K sold.

Founders Financial Securities first reported a position in ACES in Q4 2020 and held it in 2 quarters. The position peaked at $210K in Q4 2020. 86 funds tracked by Wall St. Rank hold ACES as of Q2 2021.

  • Founders Financial Securities reported no remaining ALPS Clean Energy ETF position as of Q2 2021 after selling out during the quarter.
  • Founders Financial Securities sold 2,615 ALPS Clean Energy ETF shares in Q2 2021, an estimated $204K.
  • Founders Financial Securities first reported a position in ALPS Clean Energy ETF in Q4 2020 and held it in 2 quarters.
  • Founders Financial Securities's ALPS Clean Energy ETF position peaked at $210K in Q4 2020.
  • 86 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2021.

Based on Founders Financial Securities's 13F filing for Q2 2021, filed 16 Aug 2021.