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Grandview Asset Management’s ALPS Clean Energy ETF ACES Stock Holding History

Grandview Asset 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
-112
Closed -$9K – 109
2021
Q1 		$9K Buy
+112
New +$9.71K ﹤0.01% 334

Other funds holding ACES

CIBC Private Wealth Group
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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

Grandview Asset Management's ACES Position: Q2 2021 in Review

Grandview Asset Management sold out of ALPS Clean Energy ETF (ACES) in Q2 2021, closing a stake of 112 shares — an estimated $9K sold.

Grandview Asset Management first reported a position in ACES in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 86 funds tracked by Wall St. Rank hold ACES as of Q2 2021.

  • Grandview Asset Management reported no remaining ALPS Clean Energy ETF position as of Q2 2021 after selling out during the quarter.
  • Grandview Asset Management sold 112 ALPS Clean Energy ETF shares in Q2 2021, an estimated $9K.
  • Grandview Asset Management first reported a position in ALPS Clean Energy ETF in Q1 2021 and held it in 1 quarter.
  • Grandview Asset Management's ALPS Clean Energy ETF position peaked at $9K in Q1 2021.
  • 86 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2021.

Based on Grandview Asset Management's 13F filing for Q2 2021, filed 21 Jul 2021.