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Fulcrum Equity Management’s ALPS Clean Energy ETF ACES Stock Holding History

Fulcrum Equity 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
2021
Q2 		– Sell
-11,651
Closed -$909K – 180
2021
Q1 		$909K Sell
11,651
-8,684
-43% -$753K 0.36% 77
2020
Q4 		$1.63M Buy
20,335
+46
+0.2% +$3.01K 0.65% 51
2020
Q3 		$1.13M Buy
+20,289
New +$989K 0.52% 49

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

Fulcrum Equity Management's ACES Position: Q2 2021 in Review

Fulcrum Equity Management sold out of ALPS Clean Energy ETF (ACES) in Q2 2021, closing a stake of 11,651 shares — an estimated $909K sold.

Fulcrum Equity Management first reported a position in ACES in Q3 2020 and held it in 3 quarters. The position peaked at $1.63M in Q4 2020. 86 funds tracked by Wall St. Rank hold ACES as of Q2 2021.

  • Fulcrum Equity Management reported no remaining ALPS Clean Energy ETF position as of Q2 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 11,651 ALPS Clean Energy ETF shares in Q2 2021, an estimated $909K.
  • Fulcrum Equity Management first reported a position in ALPS Clean Energy ETF in Q3 2020 and held it in 3 quarters.
  • Fulcrum Equity Management's ALPS Clean Energy ETF position peaked at $1.63M in Q4 2020.
  • 86 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2021.

Based on Fulcrum Equity Management's 13F filing for Q2 2021, filed 15 Jul 2021.