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
2026 Q2	$1.4K	Buy	+40	New	+$1.46K	﹤0.01%	4132
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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Global Retirement Partners's ACES Position: Q2 2026 in Review

Global Retirement Partners opened a new position in ALPS Clean Energy ETF (ACES) in Q2 2026: 40 shares worth $1.4K. The stake represents ﹤0.01% of the portfolio and ranks #4132 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ACES as recently as Q4 2025.

Global Retirement Partners first reported a position in ACES in Q3 2020 and has held it in 20 quarters since. The position peaked at $226K in Q1 2021. 51 funds tracked by Wall St. Rank hold ACES as of Q2 2026.

Global Retirement Partners held 40 shares of ALPS Clean Energy ETF worth $1.4K as of Q2 2026.
ALPS Clean Energy ETF was a new Global Retirement Partners position in Q2 2026.
ALPS Clean Energy ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4132 holding.
Global Retirement Partners first reported a position in ALPS Clean Energy ETF in Q3 2020 and has held it in 20 quarters since.
Global Retirement Partners's ALPS Clean Energy ETF position peaked at $226K in Q1 2021.
51 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.