PFG Private Wealth Management’s ALPS Clean Energy ETF ACES Stock Holding History

PFG Private Wealth 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
2025 Q2	–	Sell	-200	Closed	-$4.58K	–	59
2025 Q1	$4.58K	Hold	200	–	–	﹤0.01%	178
2024 Q4	$5.21K	Hold	200	–	–	﹤0.01%	152
2024 Q3	$5.88K	Hold	200	–	–	﹤0.01%	156
2024 Q2	$5.63K	Hold	200	–	–	﹤0.01%	151
2024 Q1	$5.94K	Hold	200	–	–	﹤0.01%	146
2023 Q4	$7.18K	Hold	200	–	–	﹤0.01%	149
2023 Q3	$7.31K	Hold	200	–	–	0.01%	198
2023 Q2	$9.04K	Hold	200	–	–	0.01%	214
2023 Q1	$9.3K	Hold	200	–	–	0.01%	207
2022 Q4	$9K	Hold	200	–	–	0.01%	194
2022 Q3	$11K	Hold	200	–	–	0.01%	182
2022 Q2	$10K	Hold	200	–	–	0.01%	197
2022 Q1	$13K	Hold	200	–	–	0.01%	194
2021 Q4	$13K	Hold	200	–	–	0.01%	190
2021 Q3	$13K	Buy	+200	New	+$14K	0.01%	183

Other funds holding ACES

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

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

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

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

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

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

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

PFG Private Wealth Management's ACES Position: Q2 2025 in Review

PFG Private Wealth Management sold out of ALPS Clean Energy ETF (ACES) in Q2 2025, closing a stake of 200 shares — an estimated $4.58K sold.

PFG Private Wealth Management first reported a position in ACES in Q3 2021 and held it in 15 quarters. The position peaked at $13K in Q1 2022. 41 funds tracked by Wall St. Rank hold ACES as of Q2 2025.

PFG Private Wealth Management reported no remaining ALPS Clean Energy ETF position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 200 ALPS Clean Energy ETF shares in Q2 2025, an estimated $4.58K.
PFG Private Wealth Management first reported a position in ALPS Clean Energy ETF in Q3 2021 and held it in 15 quarters.
PFG Private Wealth Management's ALPS Clean Energy ETF position peaked at $13K in Q1 2022.
41 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.