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Freedom Investment Management’s ALPS Clean Energy ETF ACES Stock Holding History

Freedom Investment Management’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
2024
Q4 		– Sell
-8,761
Closed -$258K – 752
2024
Q3 		$258K Buy
8,761
+20
+0.2% +$578 0.02% 646
2024
Q2 		$246K Buy
8,741
+1,765
+25% +$51.3K 0.02% 670
2024
Q1 		$207K Buy
+6,976
New +$210K 0.02% 741

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Freedom Investment Management's ACES Position: Q4 2024 in Review

Freedom Investment Management sold out of ALPS Clean Energy ETF (ACES) in Q4 2024, closing a stake of 8,761 shares — an estimated $258K sold.

Freedom Investment Management first reported a position in ACES in Q1 2024 and held it in 3 quarters. The position peaked at $258K in Q3 2024. 44 funds tracked by Wall St. Rank hold ACES as of Q4 2024.

  • Freedom Investment Management reported no remaining ALPS Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Freedom Investment Management sold 8,761 ALPS Clean Energy ETF shares in Q4 2024, an estimated $258K.
  • Freedom Investment Management first reported a position in ALPS Clean Energy ETF in Q1 2024 and held it in 3 quarters.
  • Freedom Investment Management's ALPS Clean Energy ETF position peaked at $258K in Q3 2024.
  • 44 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q4 2024.

Based on Freedom Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.