Money Design’s ALPS Clean Energy ETF ACES Stock Holding History

Money Design’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
2025 Q2	$1.3M	Sell	50,373 -3,255	-6%	-$78K	0.06%	68
2025 Q1	$1.23M	Buy	53,628 +3,887	+8%	+$97K	0.06%	70
2024 Q4	$1.31M	Sell	49,741 -8,160	-14%	-$226K	0.07%	73
2024 Q3	$1.7M	Sell	57,901 -1,883	-3%	-$54.4K	0.08%	73
2024 Q2	$1.68M	Sell	59,784 -10,697	-15%	-$311K	0.09%	71
2024 Q1	$2.09M	Buy	70,481 +3,627	+5%	+$109K	0.11%	70
2023 Q4	$2.4M	Sell	66,854 -1,318	-2%	-$42.8K	0.14%	72
2023 Q3	$2.49M	Sell	68,172 -27,026	-28%	-$1.17M	0.15%	73
2023 Q2	$4.3M	Sell	95,198 -20,295	-18%	-$886K	0.25%	66
2023 Q1	$5.37M	Sell	115,493 -14,969	-11%	-$723K	0.32%	68
2022 Q4	$5.93M	Buy	130,462 +20,122	+18%	+$1.05M	0.37%	67
2022 Q3	$6.12M	Sell	110,340 -7,916	-7%	-$469K	0.43%	59
2022 Q2	$5.75M	Buy	118,256 +18,474	+19%	+$968K	0.43%	61
2022 Q1	$6.32M	Buy	99,782 +16,666	+20%	+$940K	0.43%	52
2021 Q4	$5.34M	Buy	+83,116	New	+$5.96M	0.36%	61

Other funds holding ACES

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Money Design's ACES Position: Q2 2025 in Review

Money Design reduced its ALPS Clean Energy ETF (ACES) stake by 6.1% in Q2 2025, selling an estimated $78K and leaving 50,373 shares worth $1.3M. The position accounts for 0.06% of the portfolio, ranked #68.

Money Design first reported a position in ACES in Q4 2021 and has held it in 15 quarters since. The position peaked at $6.32M in Q1 2022. 41 funds tracked by Wall St. Rank hold ACES as of Q2 2025.

Money Design held 50,373 shares of ALPS Clean Energy ETF worth $1.3M as of Q2 2025.
Money Design sold 3,255 ALPS Clean Energy ETF shares in Q2 2025, an estimated $78K.
ALPS Clean Energy ETF made up 0.06% of Money Design's portfolio in Q2 2025, its #68 holding.
Money Design first reported a position in ALPS Clean Energy ETF in Q4 2021 and has held it in 15 quarters since.
Money Design's ALPS Clean Energy ETF position peaked at $6.32M in Q1 2022.
41 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.