Global Assets Advisory’s ALPS Clean Energy ETF ACES Stock Holding History

Global Assets Advisory’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 Q2	–	Sell	-107,006	Closed	-$3.63M	–	67
2024 Q1	$3.63M	Buy	+107,006	New	+$3.23M	0.17%	112
2023 Q3	–	Sell	-5,003	Closed	-$226K	–	135
2023 Q2	$226K	Buy	+5,003	New	+$218K	0.21%	107

Other funds holding ACES

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Assets Advisory's ACES Position: Q2 2024 in Review

Global Assets Advisory sold out of ALPS Clean Energy ETF (ACES) in Q2 2024, closing a stake of 107,006 shares — an estimated $3.63M sold.

Global Assets Advisory first reported a position in ACES in Q2 2023 and held it in 2 quarters. The position peaked at $3.63M in Q1 2024. 57 funds tracked by Wall St. Rank hold ACES as of Q2 2024.

Global Assets Advisory reported no remaining ALPS Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
Global Assets Advisory sold 107,006 ALPS Clean Energy ETF shares in Q2 2024, an estimated $3.63M.
Global Assets Advisory first reported a position in ALPS Clean Energy ETF in Q2 2023 and held it in 2 quarters.
Global Assets Advisory's ALPS Clean Energy ETF position peaked at $3.63M in Q1 2024.
57 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2024.

Based on Global Assets Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.