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Harbor Investment Advisory’s ALPS Clean Energy ETF ACES Stock Holding History

Harbor Investment 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
2023
Q1 		– Sell
-38
Closed -$1.71K – 1325
2022
Q4 		$1.71K Buy
38
+1
+3% +$52 ﹤0.01% 1221
2022
Q3 		$2K Hold
37
– – ﹤0.01% 1219
2022
Q2 		$2K Buy
37
+2
+6% +$105 ﹤0.01% 1222
2022
Q1 		$2K Buy
35
+13
+59% +$733 ﹤0.01% 1237
2021
Q4 		$1K Buy
22
+1
+5% +$72 ﹤0.01% 1250
2021
Q3 		$1K Sell
21
-22
-51% -$1.54K ﹤0.01% 1258
2021
Q2 		$3K Buy
43
+10
+30% +$714 ﹤0.01% 1131
2021
Q1 		$3K Buy
33
+7
+27% +$607 ﹤0.01% 1111
2020
Q4 		$2K Buy
26
+24
+1,200% +$1.57K ﹤0.01% 1082
2020
Q3 		$0 Buy
+2
New +$97 ﹤0.01% 1121

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

Harbor Investment Advisory's ACES Position: Q1 2023 in Review

Harbor Investment Advisory sold out of ALPS Clean Energy ETF (ACES) in Q1 2023, closing a stake of 38 shares — an estimated $1.71K sold.

Harbor Investment Advisory first reported a position in ACES in Q3 2020 and held it in 10 quarters. The position peaked at $3K in Q2 2021. 71 funds tracked by Wall St. Rank hold ACES as of Q1 2023.

  • Harbor Investment Advisory reported no remaining ALPS Clean Energy ETF position as of Q1 2023 after selling out during the quarter.
  • Harbor Investment Advisory sold 38 ALPS Clean Energy ETF shares in Q1 2023, an estimated $1.71K.
  • Harbor Investment Advisory first reported a position in ALPS Clean Energy ETF in Q3 2020 and held it in 10 quarters.
  • Harbor Investment Advisory's ALPS Clean Energy ETF position peaked at $3K in Q2 2021.
  • 71 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2023.

Based on Harbor Investment Advisory's 13F filing for Q1 2023, filed 21 Apr 2023.