HighTower Advisors’s ALPS Clean Energy ETF ACES Stock Holding History

HighTower Advisors’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 Q3	–	Sell	-12,889	Closed	-$584K	–	3562
2023 Q2	$584K	Sell	12,889 -9,449	-42%	-$413K	﹤0.01%	2088
2023 Q1	$1.04M	Buy	22,338 +450	+2%	+$21.7K	﹤0.01%	1651
2022 Q4	$998K	Sell	21,888 -44	-0.2%	-$2.3K	﹤0.01%	1673
2022 Q3	$1.21M	Sell	21,932 -1,084	-5%	-$64.3K	﹤0.01%	1504
2022 Q2	$1.12M	Buy	23,016 +22	+0.1%	+$1.15K	﹤0.01%	1574
2022 Q1	$1.46M	Buy	22,994 +4,110	+22%	+$232K	﹤0.01%	1550
2021 Q4	$1.21M	Buy	+18,884	New	+$1.35M	﹤0.01%	1666

Other funds holding ACES

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

HighTower Advisors's ACES Position: Q3 2023 in Review

HighTower Advisors sold out of ALPS Clean Energy ETF (ACES) in Q3 2023, closing a stake of 12,889 shares — an estimated $584K sold.

HighTower Advisors first reported a position in ACES in Q4 2021 and held it in 7 quarters. The position peaked at $1.46M in Q1 2022. 64 funds tracked by Wall St. Rank hold ACES as of Q3 2023.

HighTower Advisors reported no remaining ALPS Clean Energy ETF position as of Q3 2023 after selling out during the quarter.
HighTower Advisors sold 12,889 ALPS Clean Energy ETF shares in Q3 2023, an estimated $584K.
HighTower Advisors first reported a position in ALPS Clean Energy ETF in Q4 2021 and held it in 7 quarters.
HighTower Advisors's ALPS Clean Energy ETF position peaked at $1.46M in Q1 2022.
64 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q3 2023.

Based on HighTower Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.