Lee, Danner & Bass’s ALPS Clean Energy ETF ACES Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-1,200	Closed	-$31.2K	–	224
2024 Q4	$31.2K	Buy	+1,200	New	+$33.2K	﹤0.01%	405

Other funds holding ACES

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lee, Danner & Bass's ACES Position: Q1 2025 in Review

Lee, Danner & Bass sold out of ALPS Clean Energy ETF (ACES) in Q1 2025, closing a stake of 1,200 shares — an estimated $31.2K sold.

Lee, Danner & Bass first reported a position in ACES in Q4 2024 and held it in 1 quarter. The position peaked at $31.2K in Q4 2024. 42 funds tracked by Wall St. Rank hold ACES as of Q1 2025.

Lee, Danner & Bass reported no remaining ALPS Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 1,200 ALPS Clean Energy ETF shares in Q1 2025, an estimated $31.2K.
Lee, Danner & Bass first reported a position in ALPS Clean Energy ETF in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's ALPS Clean Energy ETF position peaked at $31.2K in Q4 2024.
42 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.