Invictus Private Wealth
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Invictus Private Wealth’s ALPS Clean Energy ETF ACES Stock Holding History

Invictus Private Wealth’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
-22,617
Closed -$1.03M – 89
2022
Q4 		$1.03M Buy
+22,617
New +$1.18M 0.13% 39

Other funds holding ACES

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CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Money Design
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return

Invictus Private Wealth's ACES Position: Q1 2023 in Review

Invictus Private Wealth sold out of ALPS Clean Energy ETF (ACES) in Q1 2023, closing a stake of 22,617 shares — an estimated $1.03M sold.

Invictus Private Wealth first reported a position in ACES in Q4 2022 and held it in 1 quarter. The position peaked at $1.03M in Q4 2022. 71 funds tracked by Wall St. Rank hold ACES as of Q1 2023.

  • Invictus Private Wealth reported no remaining ALPS Clean Energy ETF position as of Q1 2023 after selling out during the quarter.
  • Invictus Private Wealth sold 22,617 ALPS Clean Energy ETF shares in Q1 2023, an estimated $1.03M.
  • Invictus Private Wealth first reported a position in ALPS Clean Energy ETF in Q4 2022 and held it in 1 quarter.
  • Invictus Private Wealth's ALPS Clean Energy ETF position peaked at $1.03M in Q4 2022.
  • 71 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2023.

Based on Invictus Private Wealth's 13F filing for Q1 2023, filed 5 Jun 2023.