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Lugano Financial Advisors SA (LFA)’s ALPS Clean Energy ETF ACES Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2021
Q1 		– Sell
-1,560
Closed -$118K – 94
2020
Q4 		$118K Hold
1,560
– – 0.09% 74
2020
Q3 		$79K Hold
1,560
– – 0.07% 84
2020
Q2 		$60K Buy
+1,560
New +$53.8K 0.06% 89

Other funds holding ACES

CIBC Private Wealth Group
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CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s ACES Position: Q1 2021 in Review

Lugano Financial Advisors SA (LFA) sold out of ALPS Clean Energy ETF (ACES) in Q1 2021, closing a stake of 1,560 shares — an estimated $118K sold.

Lugano Financial Advisors SA (LFA) first reported a position in ACES in Q2 2020 and held it in 3 quarters. The position peaked at $118K in Q4 2020. 92 funds tracked by Wall St. Rank hold ACES as of Q1 2021.

  • Lugano Financial Advisors SA (LFA) reported no remaining ALPS Clean Energy ETF position as of Q1 2021 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 1,560 ALPS Clean Energy ETF shares in Q1 2021, an estimated $118K.
  • Lugano Financial Advisors SA (LFA) first reported a position in ALPS Clean Energy ETF in Q2 2020 and held it in 3 quarters.
  • Lugano Financial Advisors SA (LFA)'s ALPS Clean Energy ETF position peaked at $118K in Q4 2020.
  • 92 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2021.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2021, filed 27 Apr 2021.