Raymond James Financial
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Raymond James Financial’s ALPS Clean Energy ETF ACES Stock Holding History

Raymond James 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
2025
Q3 		– Sell
-3,720
Closed -$96K – 4968
2025
Q2 		$96K Buy
+3,720
New +$89.1K ﹤0.01% 4894

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial's ACES Position: Q3 2025 in Review

Raymond James Financial sold out of ALPS Clean Energy ETF (ACES) in Q3 2025, closing a stake of 3,720 shares — an estimated $96K sold.

Raymond James Financial first reported a position in ACES in Q2 2025 and held it in 1 quarter. The position peaked at $96K in Q2 2025. 43 funds tracked by Wall St. Rank hold ACES as of Q3 2025.

  • Raymond James Financial reported no remaining ALPS Clean Energy ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 3,720 ALPS Clean Energy ETF shares in Q3 2025, an estimated $96K.
  • Raymond James Financial first reported a position in ALPS Clean Energy ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's ALPS Clean Energy ETF position peaked at $96K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.