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	-3,631	Closed	-$107K	–	67
2024 Q1	$107K	Buy	+3,631	New	+$110K	0.06%	183
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 $187B AUM 21.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 3,631 shares — an estimated $107K sold.

Global Assets Advisory first reported a position in ACES in Q2 2023 and held it in 2 quarters. The position peaked at $226K in Q2 2023. 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 3,631 ALPS Clean Energy ETF shares in Q2 2024, an estimated $107K.
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 $226K in Q2 2023.
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.