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Legend Financial Advisors’s ALPS Clean Energy ETF ACES Stock Holding History

Legend Financial Advisors’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
-3
Closed -$78 – 39
2024
Q4 		$78 Buy
+3
New +$83 ﹤0.01% 254
2024
Q3 		– Sell
-3
Closed -$84 – 161
2024
Q2 		$84 Buy
+3
New +$87 ﹤0.01% 278

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legend Financial Advisors's ACES Position: Q1 2025 in Review

Legend Financial Advisors sold out of ALPS Clean Energy ETF (ACES) in Q1 2025, closing a stake of 3 shares — an estimated $78 sold.

Legend Financial Advisors first reported a position in ACES in Q2 2024 and held it in 2 quarters. The position peaked at $84 in Q2 2024. 42 funds tracked by Wall St. Rank hold ACES as of Q1 2025.

  • Legend Financial Advisors reported no remaining ALPS Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 3 ALPS Clean Energy ETF shares in Q1 2025, an estimated $78.
  • Legend Financial Advisors first reported a position in ALPS Clean Energy ETF in Q2 2024 and held it in 2 quarters.
  • Legend Financial Advisors's ALPS Clean Energy ETF position peaked at $84 in Q2 2024.
  • 42 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.