O'Shaughnessy Asset Management’s ALPS Clean Energy ETF ACES Stock Holding History

O'Shaughnessy Asset 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 Q2	$131K	Hold	3,695	–	–	﹤0.01%	2124
2026 Q1	$124K	Hold	3,695	–	–	﹤0.01%	2094
2025 Q4	$120K	Hold	3,695	–	–	﹤0.01%	2093
2025 Q3	$118K	Buy	+3,695	New	+$106K	﹤0.01%	2062

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

O'Shaughnessy Asset Management's ACES Position: Q2 2026 in Review

O'Shaughnessy Asset Management held its ALPS Clean Energy ETF (ACES) position steady in Q2 2026 at 3,695 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #2124.

O'Shaughnessy Asset Management first reported a position in ACES in Q3 2025 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold ACES as of Q2 2026.

O'Shaughnessy Asset Management held 3,695 shares of ALPS Clean Energy ETF worth $131K as of Q2 2026.
O'Shaughnessy Asset Management left its ALPS Clean Energy ETF share count unchanged in Q2 2026.
ALPS Clean Energy ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2124 holding.
O'Shaughnessy Asset Management first reported a position in ALPS Clean Energy ETF in Q3 2025 and has held it in 4 quarters since.
51 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.