Raleigh Capital Management’s ALPS Clean Energy ETF ACES Stock Holding History

Raleigh Capital 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
2023 Q4	–	Sell	-23	Closed	-$824	–	1080
2023 Q3	$824	Buy	23 +1	+5%	+$43	﹤0.01%	853
2023 Q2	$1.01K	Hold	22	–	–	﹤0.01%	766
2023 Q1	$1.04K	Hold	22	–	–	﹤0.01%	785
2022 Q4	$1.02K	Hold	22	–	–	﹤0.01%	713
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	703
2022 Q2	$1K	Hold	22	–	–	﹤0.01%	561
2022 Q1	$1K	Buy	+22	New	+$1.24K	﹤0.01%	550

Other funds holding ACES

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

FTUS

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

Raleigh Capital Management's ACES Position: Q4 2023 in Review

Raleigh Capital Management sold out of ALPS Clean Energy ETF (ACES) in Q4 2023, closing a stake of 23 shares — an estimated $824 sold.

Raleigh Capital Management first reported a position in ACES in Q1 2022 and held it in 7 quarters. The position peaked at $1.04K in Q1 2023. 66 funds tracked by Wall St. Rank hold ACES as of Q4 2023.

Raleigh Capital Management reported no remaining ALPS Clean Energy ETF position as of Q4 2023 after selling out during the quarter.
Raleigh Capital Management sold 23 ALPS Clean Energy ETF shares in Q4 2023, an estimated $824.
Raleigh Capital Management first reported a position in ALPS Clean Energy ETF in Q1 2022 and held it in 7 quarters.
Raleigh Capital Management's ALPS Clean Energy ETF position peaked at $1.04K in Q1 2023.
66 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q4 2023.

Based on Raleigh Capital Management's 13F filing for Q4 2023, filed 21 Feb 2024.