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 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 $74.4B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

MAI Capital Management's ACES Position: Q1 2026 in Review

MAI Capital Management held its ALPS Clean Energy ETF (ACES) position steady in Q1 2026 at 50 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #3997.

MAI Capital Management first reported a position in ACES in Q2 2024 and has held it in 7 quarters since. The position peaked at $210K in Q2 2024. 51 funds tracked by Wall St. Rank hold ACES as of Q1 2026.

MAI Capital Management held 50 shares of ALPS Clean Energy ETF worth $1.68K as of Q1 2026.
MAI Capital Management left its ALPS Clean Energy ETF share count unchanged in Q1 2026.
ALPS Clean Energy ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3997 holding.
MAI Capital Management first reported a position in ALPS Clean Energy ETF in Q2 2024 and has held it in 7 quarters since.
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 Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.