PlanVest Financial’s ALPS Clean Energy ETF ACES Stock Holding History

PlanVest Financial’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	$3.56K	Hold	100	–	–	﹤0.01%	485
2026 Q1	$3.36K	Buy	+100	New	+$3.45K	﹤0.01%	458

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

PlanVest Financial's ACES Position: Q2 2026 in Review

PlanVest Financial held its ALPS Clean Energy ETF (ACES) position steady in Q2 2026 at 100 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

PlanVest Financial first reported a position in ACES in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold ACES as of Q2 2026.

PlanVest Financial held 100 shares of ALPS Clean Energy ETF worth $3.56K as of Q2 2026.
PlanVest Financial left its ALPS Clean Energy ETF share count unchanged in Q2 2026.
ALPS Clean Energy ETF made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #485 holding.
PlanVest Financial first reported a position in ALPS Clean Energy ETF in Q1 2026 and has held it in 2 quarters since.
51 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.