Global Retirement Partners’s ALPS Clean Energy ETF ACES Stock Holding History

Global Retirement Partners’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
2025 Q4	$1.28K	Buy	40 +1	+3%	+$34	﹤0.01%	3835
2025 Q3	$1.26K	Hold	39	–	–	﹤0.01%	3468
2025 Q2	$1.01K	Buy	+39	New	+$935	﹤0.01%	3442
2024 Q4	$1.02K	Buy	+39	New	+$1.08K	﹤0.01%	3273
2024 Q3	–	Sell	-400	Closed	-$11.3K	–	3502
2024 Q2	$11.3K	Hold	400	–	–	﹤0.01%	2266
2024 Q1	$11.9K	Hold	400	–	–	﹤0.01%	2049
2023 Q4	$12.1K	Sell	400 -119	-23%	-$3.86K	﹤0.01%	1985
2023 Q3	$17.7K	Hold	519	–	–	﹤0.01%	1692
2023 Q2	$23.4K	Hold	519	–	–	﹤0.01%	1613
2023 Q1	$21.2K	Sell	519 -1,786	-77%	-$86.3K	﹤0.01%	1615
2022 Q4	$105K	Sell	2,305 -464	-17%	-$24.3K	0.01%	801
2022 Q3	$151K	Hold	2,769	–	–	0.01%	651
2022 Q2	$135K	Hold	2,769	–	–	0.01%	654
2022 Q1	$134K	Buy	+2,769	New	+$156K	0.01%	660
2021 Q4	–	Sell	-2,892	Closed	-$191K	–	261
2021 Q3	$191K	Hold	2,892	–	–	0.02%	480
2021 Q2	$219K	Hold	2,892	–	–	0.02%	433
2021 Q1	$226K	Buy	2,892 +211	+8%	+$18.3K	0.03%	395
2020 Q4	$215K	Buy	2,681 +2,481	+1,241%	+$162K	0.03%	389
2020 Q3	$11K	Buy	+200	New	+$9.75K	﹤0.01%	1104

Other funds holding ACES

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

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Global Retirement Partners's ACES Position: Q4 2025 in Review

Global Retirement Partners increased its ALPS Clean Energy ETF (ACES) stake by 2.6% in Q4 2025, buying an estimated $34 and bringing the position to 40 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #3835.

Global Retirement Partners first reported a position in ACES in Q3 2020 and has held it in 19 quarters since. The position peaked at $226K in Q1 2021. 50 funds tracked by Wall St. Rank hold ACES as of Q4 2025.

Global Retirement Partners held 40 shares of ALPS Clean Energy ETF worth $1.28K as of Q4 2025.
Global Retirement Partners bought 1 ALPS Clean Energy ETF share in Q4 2025, an estimated $34.
ALPS Clean Energy ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3835 holding.
Global Retirement Partners first reported a position in ALPS Clean Energy ETF in Q3 2020 and has held it in 19 quarters since.
Global Retirement Partners's ALPS Clean Energy ETF position peaked at $226K in Q1 2021.
50 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.