Phillip James Consulting’s ALPS Clean Energy ETF ACES Stock Holding History

Phillip James Consulting’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 Q3	$15.2K	Buy	+550	New	+$17.1K	0.01%	180

Other funds holding ACES

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Waystone Advisors Redmond, Washington $134M AUM 14.93% 1-Year Est. Return

Trillium Asset Management Boston, Massachusetts $3.19B AUM 19.69% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Smithfield Trust Pittsburgh, Pennsylvania $2.51B AUM 13.63% 1-Year Est. Return

Jacobi Capital Management Pittston, Pennsylvania $2.11B AUM 19.6% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $264M AUM 15.76% 1-Year Est. Return

Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Phillip James Consulting's ACES Position: Q3 2026 in Review

Phillip James Consulting opened a new position in ALPS Clean Energy ETF (ACES) in Q3 2026: 550 shares worth $15.2K. The stake represents 0.01% of the portfolio and ranks #180 among its holdings.

23 funds tracked by Wall St. Rank hold ACES as of Q3 2026.

Phillip James Consulting held 550 shares of ALPS Clean Energy ETF worth $15.2K as of Q3 2026.
ALPS Clean Energy ETF was a new Phillip James Consulting position in Q3 2026.
ALPS Clean Energy ETF made up 0.01% of Phillip James Consulting's portfolio in Q3 2026, its #180 holding.
23 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.