Kings Point Capital Management’s ALPS Clean Energy ETF ACES Stock Holding History

Kings Point Capital 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
2022 Q1	$1.24M	Buy	19,591 +197	+1%	+$11.1K	0.11%	96
2021 Q4	$1.24M	Buy	19,394 +9,558	+97%	+$685K	0.1%	99
2021 Q3	$651K	Buy	9,836 +428	+5%	+$30K	0.06%	127
2021 Q2	$713K	Buy	9,408 +409	+5%	+$29.2K	0.06%	126
2021 Q1	$702K	Buy	8,999 +8,777	+3,954%	+$761K	0.07%	121
2020 Q4	$18K	Buy	+222	New	+$14.5K	﹤0.01%	427

Other funds holding ACES

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Kings Point Capital Management's ACES Position: Q1 2022 in Review

Kings Point Capital Management increased its ALPS Clean Energy ETF (ACES) stake by 1% in Q1 2022, buying an estimated $11.1K and bringing the position to 19,591 shares worth $1.24M. The position accounts for 0.11% of the portfolio, ranked #96.

Kings Point Capital Management first reported a position in ACES in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.24M in Q4 2021. 82 funds tracked by Wall St. Rank hold ACES as of Q1 2022.

Kings Point Capital Management held 19,591 shares of ALPS Clean Energy ETF worth $1.24M as of Q1 2022.
Kings Point Capital Management bought 197 ALPS Clean Energy ETF shares in Q1 2022, an estimated $11.1K.
ALPS Clean Energy ETF made up 0.11% of Kings Point Capital Management's portfolio in Q1 2022, its #96 holding.
Kings Point Capital Management first reported a position in ALPS Clean Energy ETF in Q4 2020 and has held it in 6 quarters since.
Kings Point Capital Management's ALPS Clean Energy ETF position peaked at $1.24M in Q4 2021.
82 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.