NewEdge Advisors’s ALPS Clean Energy ETF ACES Stock Holding History

NewEdge Advisors’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	$7.09K	Sell	200 -4	-2%	-$146	﹤0.01%	3625
2026 Q1	$6.84K	Buy	204 +4	+2%	+$138	﹤0.01%	3493
2025 Q4	$6.48K	Hold	200	–	–	﹤0.01%	3599
2025 Q3	$6.39K	Hold	200	–	–	﹤0.01%	3460
2025 Q2	$5.16K	Hold	200	–	–	﹤0.01%	3401
2025 Q1	$4.58K	Hold	200	–	–	﹤0.01%	3329
2024 Q4	$5.21K	Hold	200	–	–	﹤0.01%	3230
2024 Q3	$5.88K	Hold	200	–	–	﹤0.01%	3113
2024 Q2	$5.63K	Hold	200	–	–	﹤0.01%	3060
2024 Q1	$5.94K	Hold	200	–	–	﹤0.01%	3078
2023 Q4	$7.18K	Hold	200	–	–	﹤0.01%	2985
2023 Q3	$7.31K	Hold	200	–	–	﹤0.01%	2685
2023 Q2	$9.04K	Sell	200 -45	-18%	-$1.97K	﹤0.01%	2630
2023 Q1	$11.4K	Sell	245 -9,554	-97%	-$461K	﹤0.01%	2526
2022 Q4	$435K	Buy	+9,799	New	+$513K	0.01%	844

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

NewEdge Advisors's ACES Position: Q2 2026 in Review

NewEdge Advisors reduced its ALPS Clean Energy ETF (ACES) stake by 2% in Q2 2026, selling an estimated $146 and leaving 200 shares worth $7.09K. The position accounts for ﹤0.01% of the portfolio, ranked #3625.

NewEdge Advisors first reported a position in ACES in Q4 2022 and has held it in 15 quarters since. The position peaked at $435K in Q4 2022. 51 funds tracked by Wall St. Rank hold ACES as of Q2 2026.

NewEdge Advisors held 200 shares of ALPS Clean Energy ETF worth $7.09K as of Q2 2026.
NewEdge Advisors sold 4 ALPS Clean Energy ETF shares in Q2 2026, an estimated $146.
ALPS Clean Energy ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3625 holding.
NewEdge Advisors first reported a position in ALPS Clean Energy ETF in Q4 2022 and has held it in 15 quarters since.
NewEdge Advisors's ALPS Clean Energy ETF position peaked at $435K in Q4 2022.
51 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.