MRA Advisory Group’s ALPS Clean Energy ETF ACES Stock Holding History

MRA Advisory 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
2021 Q4	–	Sell	-39,976	Closed	-$2.64M	–	120
2021 Q3	$2.64M	Buy	39,976 +2,197	+6%	+$154K	2.25%	18
2021 Q2	$2.86M	Buy	37,779 +5,305	+16%	+$379K	2.46%	13
2021 Q1	$2.53M	Buy	32,474 +5,498	+20%	+$477K	2.39%	18
2020 Q4	$2.16M	Buy	+26,976	New	+$1.76M	2.13%	19

Other funds holding ACES

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MRA Advisory Group's ACES Position: Q4 2021 in Review

MRA Advisory Group sold out of ALPS Clean Energy ETF (ACES) in Q4 2021, closing a stake of 39,976 shares — an estimated $2.64M sold.

MRA Advisory Group first reported a position in ACES in Q4 2020 and held it in 4 quarters. The position peaked at $2.86M in Q2 2021. 89 funds tracked by Wall St. Rank hold ACES as of Q4 2021.

MRA Advisory Group reported no remaining ALPS Clean Energy ETF position as of Q4 2021 after selling out during the quarter.
MRA Advisory Group sold 39,976 ALPS Clean Energy ETF shares in Q4 2021, an estimated $2.64M.
MRA Advisory Group first reported a position in ALPS Clean Energy ETF in Q4 2020 and held it in 4 quarters.
MRA Advisory Group's ALPS Clean Energy ETF position peaked at $2.86M in Q2 2021.
89 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q4 2021.

Based on MRA Advisory Group's 13F filing for Q4 2021, filed 2 Feb 2022.