MAI Capital Management’s ALPS Clean Energy ETF ACES Stock Holding History

MAI Capital Management’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
2026 Q2	–	Sell	-50	Closed	-$1.68K	–	2125
2026 Q1	$1.68K	Hold	50	–	–	﹤0.01%	3997
2025 Q4	$1.62K	Hold	50	–	–	﹤0.01%	3483
2025 Q3	$1.6K	Hold	50	–	–	﹤0.01%	3362
2025 Q2	$1.29K	Hold	50	–	–	﹤0.01%	3554
2025 Q1	$1.15K	Hold	50	–	–	﹤0.01%	3095
2024 Q4	$1.3K	Buy	+50	New	+$1.38K	﹤0.01%	3125
2024 Q3	–	Sell	-7,456	Closed	-$210K	–	1106
2024 Q2	$210K	Buy	+7,456	New	+$217K	﹤0.01%	1130

Other funds holding ACES

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MAI Capital Management's ACES Position: Q2 2026 in Review

MAI Capital Management sold out of ALPS Clean Energy ETF (ACES) in Q2 2026, closing a stake of 50 shares — an estimated $1.68K sold.

MAI Capital Management first reported a position in ACES in Q2 2024 and held it in 7 quarters. The position peaked at $210K in Q2 2024. 51 funds tracked by Wall St. Rank hold ACES as of Q2 2026.

MAI Capital Management reported no remaining ALPS Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 50 ALPS Clean Energy ETF shares in Q2 2026, an estimated $1.68K.
MAI Capital Management first reported a position in ALPS Clean Energy ETF in Q2 2024 and held it in 7 quarters.
MAI Capital Management's ALPS Clean Energy ETF position peaked at $210K in Q2 2024.
51 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.