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LifePlan Financial Group’s ALPS Clean Energy ETF ACES Stock Holding History

LifePlan Financial Group’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
2020
Q3 		$5K Buy
83
+7
+9% +$341 ﹤0.01% 472
2020
Q2 		$3K Sell
76
-13
-15% -$449 ﹤0.01% 507
2020
Q1 		$3K Buy
+89
New +$3.15K ﹤0.01% 481

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LifePlan Financial Group's ACES Position: Q3 2020 in Review

LifePlan Financial Group increased its ALPS Clean Energy ETF (ACES) stake by 9.2% in Q3 2020, buying an estimated $341 and bringing the position to 83 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

LifePlan Financial Group first reported a position in ACES in Q1 2020 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold ACES as of Q3 2020.

  • LifePlan Financial Group held 83 shares of ALPS Clean Energy ETF worth $5K as of Q3 2020.
  • LifePlan Financial Group bought 7 ALPS Clean Energy ETF shares in Q3 2020, an estimated $341.
  • ALPS Clean Energy ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #472 holding.
  • LifePlan Financial Group first reported a position in ALPS Clean Energy ETF in Q1 2020 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.