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Private Advisor Group’s ALPS Clean Energy ETF ACES Stock Holding History

Private Advisor Group’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
2021
Q2 		– Sell
-4,576
Closed -$357K – 1982
2021
Q1 		$357K Buy
4,576
+1,190
+35% +$103K ﹤0.01% 1471
2020
Q4 		$272K Buy
+3,386
New +$221K ﹤0.01% 1500

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Private Advisor Group's ACES Position: Q2 2021 in Review

Private Advisor Group sold out of ALPS Clean Energy ETF (ACES) in Q2 2021, closing a stake of 4,576 shares — an estimated $357K sold.

Private Advisor Group first reported a position in ACES in Q4 2020 and held it in 2 quarters. The position peaked at $357K in Q1 2021. 86 funds tracked by Wall St. Rank hold ACES as of Q2 2021.

  • Private Advisor Group reported no remaining ALPS Clean Energy ETF position as of Q2 2021 after selling out during the quarter.
  • Private Advisor Group sold 4,576 ALPS Clean Energy ETF shares in Q2 2021, an estimated $357K.
  • Private Advisor Group first reported a position in ALPS Clean Energy ETF in Q4 2020 and held it in 2 quarters.
  • Private Advisor Group's ALPS Clean Energy ETF position peaked at $357K in Q1 2021.
  • 86 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2021.

Based on Private Advisor Group's 13F filing for Q2 2021, filed 12 Aug 2021.