Kestra Advisory Services’s ALPS Clean Energy ETF ACES Stock Holding History

Kestra Advisory Services’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
2026 Q1	–	Sell	-1,880	Closed	-$61K	–	3124
2025 Q4	$61K	Buy	+1,880	New	+$63.7K	﹤0.01%	3811
2025 Q2	–	Sell	-1,077	Closed	-$24.7K	–	2816
2025 Q1	$24.7K	Buy	+1,077	New	+$26.9K	﹤0.01%	2688
2022 Q4	–	Sell	-6,460	Closed	-$359K	–	2251
2022 Q3	$359K	Sell	6,460 -65,987	-91%	-$3.91M	﹤0.01%	1502
2022 Q2	$3.52M	Sell	72,447 -4,797	-6%	-$251K	0.04%	467
2022 Q1	$4.89M	Sell	77,244 -5,802	-7%	-$327K	0.05%	375
2021 Q4	$5.33M	Buy	83,046 +4,638	+6%	+$333K	0.05%	354
2021 Q3	$5.19M	Buy	78,408 +14,450	+23%	+$1.01M	0.05%	376
2021 Q2	$4.85M	Buy	63,958 +26,005	+69%	+$1.86M	0.06%	366
2021 Q1	$2.96M	Buy	37,953 +27,501	+263%	+$2.38M	0.04%	481
2020 Q4	$835K	Buy	10,452 +10,384	+15,271%	+$679K	0.01%	944
2020 Q3	$253K	Buy	+68	New	+$3.31K	﹤0.01%	1183

Other funds holding ACES

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Kestra Advisory Services's ACES Position: Q1 2026 in Review

Kestra Advisory Services sold out of ALPS Clean Energy ETF (ACES) in Q1 2026, closing a stake of 1,880 shares — an estimated $61K sold.

Kestra Advisory Services first reported a position in ACES in Q3 2020 and held it in 11 quarters. The position peaked at $5.33M in Q4 2021. 51 funds tracked by Wall St. Rank hold ACES as of Q1 2026.

Kestra Advisory Services reported no remaining ALPS Clean Energy ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 1,880 ALPS Clean Energy ETF shares in Q1 2026, an estimated $61K.
Kestra Advisory Services first reported a position in ALPS Clean Energy ETF in Q3 2020 and held it in 11 quarters.
Kestra Advisory Services's ALPS Clean Energy ETF position peaked at $5.33M in Q4 2021.
51 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.