Lido Advisors’s ALPS Clean Energy ETF ACES Stock Holding History

Lido 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
2022 Q4	–	Sell	-3,755	Closed	-$208K	–	1026
2022 Q3	$208K	Buy	+3,755	New	+$223K	﹤0.01%	876
2022 Q2	–	Sell	-3,755	Closed	-$237K	–	925
2022 Q1	$237K	Buy	+3,755	New	+$212K	﹤0.01%	899
2021 Q4	–	Sell	-3,621	Closed	-$239K	–	989
2021 Q3	$239K	Buy	+3,621	New	+$254K	﹤0.01%	828

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

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

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

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

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

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

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

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

Lido Advisors's ACES Position: Q4 2022 in Review

Lido Advisors sold out of ALPS Clean Energy ETF (ACES) in Q4 2022, closing a stake of 3,755 shares — an estimated $208K sold.

Lido Advisors first reported a position in ACES in Q3 2021 and held it in 3 quarters. The position peaked at $239K in Q3 2021. 79 funds tracked by Wall St. Rank hold ACES as of Q4 2022.

Lido Advisors reported no remaining ALPS Clean Energy ETF position as of Q4 2022 after selling out during the quarter.
Lido Advisors sold 3,755 ALPS Clean Energy ETF shares in Q4 2022, an estimated $208K.
Lido Advisors first reported a position in ALPS Clean Energy ETF in Q3 2021 and held it in 3 quarters.
Lido Advisors's ALPS Clean Energy ETF position peaked at $239K in Q3 2021.
79 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q4 2022.

Based on Lido Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.