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

IFP 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	-102	Closed	-$4.59K	–	3293
2023 Q2	$4.59K	Hold	102	–	–	﹤0.01%	2572
2023 Q1	$2.56K	Sell	102 -164	-62%	-$7.92K	﹤0.01%	2815
2022 Q4	$9K	Sell	266 -617	-70%	-$32.3K	﹤0.01%	3425
2022 Q3	$23K	Buy	883 +518	+142%	+$30.7K	﹤0.01%	2948
2022 Q2	$10K	Hold	365	–	–	﹤0.01%	3373
2022 Q1	$10K	Buy	+365	New	+$20.6K	﹤0.01%	3373

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

IFP Advisors's ACES Position: Q3 2023 in Review

IFP Advisors sold out of ALPS Clean Energy ETF (ACES) in Q3 2023, closing a stake of 102 shares — an estimated $4.59K sold.

IFP Advisors first reported a position in ACES in Q1 2022 and held it in 6 quarters. The position peaked at $23K in Q3 2022. 64 funds tracked by Wall St. Rank hold ACES as of Q3 2023.

IFP Advisors reported no remaining ALPS Clean Energy ETF position as of Q3 2023 after selling out during the quarter.
IFP Advisors sold 102 ALPS Clean Energy ETF shares in Q3 2023, an estimated $4.59K.
IFP Advisors first reported a position in ALPS Clean Energy ETF in Q1 2022 and held it in 6 quarters.
IFP Advisors's ALPS Clean Energy ETF position peaked at $23K in Q3 2022.
64 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.