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Realta Investment Advisors’s ALPS Clean Energy ETF ACES Stock Holding History

Realta Investment Advisors’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
Q1 		– Sell
-231
Closed -$10.5K – 427
2022
Q4 		$10.5K Hold
231
– – ﹤0.01% 714
2022
Q3 		$13K Buy
+231
New +$13.7K ﹤0.01% 657

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

Realta Investment Advisors's ACES Position: Q1 2023 in Review

Realta Investment Advisors sold out of ALPS Clean Energy ETF (ACES) in Q1 2023, closing a stake of 231 shares — an estimated $10.5K sold.

Realta Investment Advisors first reported a position in ACES in Q3 2022 and held it in 2 quarters. The position peaked at $13K in Q3 2022. 71 funds tracked by Wall St. Rank hold ACES as of Q1 2023.

  • Realta Investment Advisors reported no remaining ALPS Clean Energy ETF position as of Q1 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 231 ALPS Clean Energy ETF shares in Q1 2023, an estimated $10.5K.
  • Realta Investment Advisors first reported a position in ALPS Clean Energy ETF in Q3 2022 and held it in 2 quarters.
  • Realta Investment Advisors's ALPS Clean Energy ETF position peaked at $13K in Q3 2022.
  • 71 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2023.

Based on Realta Investment Advisors's 13F filing for Q1 2023, filed 5 May 2023.