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 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 $74.4B AUM

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

O'Shaughnessy Asset Management's ACES Position: Q1 2026 in Review

O'Shaughnessy Asset Management held its ALPS Clean Energy ETF (ACES) position steady in Q1 2026 at 3,695 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

O'Shaughnessy Asset Management first reported a position in ACES in Q3 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold ACES as of Q1 2026.

O'Shaughnessy Asset Management held 3,695 shares of ALPS Clean Energy ETF worth $124K as of Q1 2026.
O'Shaughnessy Asset Management left its ALPS Clean Energy ETF share count unchanged in Q1 2026.
ALPS Clean Energy ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2094 holding.
O'Shaughnessy Asset Management first reported a position in ALPS Clean Energy ETF in Q3 2025 and has held it in 3 quarters since.
51 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.