Koshinski Asset Management
ACES icon

Koshinski Asset Management’s ALPS Clean Energy ETF ACES Stock Holding History

Koshinski 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
2022
Q2 		– Sell
-10
Closed -$633 – 605
2022
Q1 		$633 Hold
10
– – ﹤0.01% 2097
2021
Q4 		$642 Hold
10
– – ﹤0.01% 2105
2021
Q3 		$661 Buy
+10
New +$701 ﹤0.01% 2121

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Koshinski Asset Management's ACES Position: Q2 2022 in Review

Koshinski Asset Management sold out of ALPS Clean Energy ETF (ACES) in Q2 2022, closing a stake of 10 shares — an estimated $633 sold.

Koshinski Asset Management first reported a position in ACES in Q3 2021 and held it in 3 quarters. The position peaked at $661 in Q3 2021. 78 funds tracked by Wall St. Rank hold ACES as of Q2 2022.

  • Koshinski Asset Management reported no remaining ALPS Clean Energy ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 10 ALPS Clean Energy ETF shares in Q2 2022, an estimated $633.
  • Koshinski Asset Management first reported a position in ALPS Clean Energy ETF in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's ALPS Clean Energy ETF position peaked at $661 in Q3 2021.
  • 78 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.