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Institutional & Family Asset Management’s ALPS Clean Energy ETF ACES Stock Holding History

Institutional & Family Asset 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
2021
Q4 		– Sell
-330
Closed -$22K – 790
2021
Q3 		$22K Sell
330
-52
-14% -$3.64K ﹤0.01% 440
2021
Q2 		$29K Sell
382
-202
-35% -$14.4K ﹤0.01% 423
2021
Q1 		$46K Buy
584
+434
+289% +$37.6K 0.01% 366
2020
Q4 		$12K Buy
+150
New +$9.81K ﹤0.01% 500

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Institutional & Family Asset Management's ACES Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of ALPS Clean Energy ETF (ACES) in Q4 2021, closing a stake of 330 shares — an estimated $22K sold.

Institutional & Family Asset Management first reported a position in ACES in Q4 2020 and held it in 4 quarters. The position peaked at $46K in Q1 2021. 89 funds tracked by Wall St. Rank hold ACES as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining ALPS Clean Energy ETF position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 330 ALPS Clean Energy ETF shares in Q4 2021, an estimated $22K.
  • Institutional & Family Asset Management first reported a position in ALPS Clean Energy ETF in Q4 2020 and held it in 4 quarters.
  • Institutional & Family Asset Management's ALPS Clean Energy ETF position peaked at $46K in Q1 2021.
  • 89 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.