NFG
ACES icon

Norris Financial Group’s ALPS Clean Energy ETF ACES Stock Holding History

Norris Financial 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
2022
Q1 		– Sell
-3,328
Closed -$213K – 85
2021
Q4 		$213K Buy
+3,328
New +$239K 0.13% 81

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Norris Financial Group's ACES Position: Q1 2022 in Review

Norris Financial Group sold out of ALPS Clean Energy ETF (ACES) in Q1 2022, closing a stake of 3,328 shares — an estimated $213K sold.

Norris Financial Group first reported a position in ACES in Q4 2021 and held it in 1 quarter. The position peaked at $213K in Q4 2021. 82 funds tracked by Wall St. Rank hold ACES as of Q1 2022.

  • Norris Financial Group reported no remaining ALPS Clean Energy ETF position as of Q1 2022 after selling out during the quarter.
  • Norris Financial Group sold 3,328 ALPS Clean Energy ETF shares in Q1 2022, an estimated $213K.
  • Norris Financial Group first reported a position in ALPS Clean Energy ETF in Q4 2021 and held it in 1 quarter.
  • Norris Financial Group's ALPS Clean Energy ETF position peaked at $213K in Q4 2021.
  • 82 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2022.

Based on Norris Financial Group's 13F filing for Q1 2022, filed 20 May 2026.