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Hudock Inc’s ALPS Clean Energy ETF ACES Stock Holding History

Hudock Inc’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
-4,661
Closed -$212K – 152
2022
Q4 		$212K Sell
4,661
-1,464
-24% -$76.6K 0.07% 135
2022
Q3 		$339K Buy
6,125
+715
+13% +$42.4K 0.11% 98
2022
Q2 		$263K Buy
5,410
+8
+0.1% +$419 0.09% 111
2022
Q1 		$342K Sell
5,402
-249
-4% -$14K 0.09% 108
2021
Q4 		$362K Sell
5,651
-489
-8% -$35.1K 0.1% 105
2021
Q3 		$406K Sell
6,140
-1,009
-14% -$70.7K 0.12% 96
2021
Q2 		$542K Buy
7,149
+1,246
+21% +$88.9K 0.16% 80
2021
Q1 		$460K Buy
5,903
+367
+7% +$31.8K 0.14% 82
2020
Q4 		$443K Buy
5,536
+3,480
+169% +$228K 0.14% 79
2020
Q3 		$113K Buy
+2,056
New +$100K 0.04% 175

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

Hudock Inc's ACES Position: Q1 2023 in Review

Hudock Inc sold out of ALPS Clean Energy ETF (ACES) in Q1 2023, closing a stake of 4,661 shares — an estimated $212K sold.

Hudock Inc first reported a position in ACES in Q3 2020 and held it in 10 quarters. The position peaked at $542K in Q2 2021. 71 funds tracked by Wall St. Rank hold ACES as of Q1 2023.

  • Hudock Inc reported no remaining ALPS Clean Energy ETF position as of Q1 2023 after selling out during the quarter.
  • Hudock Inc sold 4,661 ALPS Clean Energy ETF shares in Q1 2023, an estimated $212K.
  • Hudock Inc first reported a position in ALPS Clean Energy ETF in Q3 2020 and held it in 10 quarters.
  • Hudock Inc's ALPS Clean Energy ETF position peaked at $542K in Q2 2021.
  • 71 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2023.

Based on Hudock Inc's 13F filing for Q1 2023, filed 8 May 2023.