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HB Wealth Management’s ALPS Clean Energy ETF ACES Stock Holding History

HB Wealth 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
2022
Q2 		– Sell
-3,514
Closed -$223K – 577
2022
Q1 		$223K Buy
+3,514
New +$198K ﹤0.01% 539

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

HB Wealth Management's ACES Position: Q2 2022 in Review

HB Wealth Management sold out of ALPS Clean Energy ETF (ACES) in Q2 2022, closing a stake of 3,514 shares — an estimated $223K sold.

HB Wealth Management first reported a position in ACES in Q1 2022 and held it in 1 quarter. The position peaked at $223K in Q1 2022. 78 funds tracked by Wall St. Rank hold ACES as of Q2 2022.

  • HB Wealth Management reported no remaining ALPS Clean Energy ETF position as of Q2 2022 after selling out during the quarter.
  • HB Wealth Management sold 3,514 ALPS Clean Energy ETF shares in Q2 2022, an estimated $223K.
  • HB Wealth Management first reported a position in ALPS Clean Energy ETF in Q1 2022 and held it in 1 quarter.
  • HB Wealth Management's ALPS Clean Energy ETF position peaked at $223K in Q1 2022.
  • 78 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2022.

Based on HB Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.