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RegentAtlantic Capital’s ALPS Clean Energy ETF ACES Stock Holding History

RegentAtlantic Capital’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
2022
Q1 		– Sell
-4,443
Closed -$285K – 689
2021
Q4 		$285K Buy
+4,443
New +$319K 0.01% 585

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RegentAtlantic Capital's ACES Position: Q1 2022 in Review

RegentAtlantic Capital sold out of ALPS Clean Energy ETF (ACES) in Q1 2022, closing a stake of 4,443 shares — an estimated $285K sold.

RegentAtlantic Capital first reported a position in ACES in Q4 2021 and held it in 1 quarter. The position peaked at $285K in Q4 2021. 82 funds tracked by Wall St. Rank hold ACES as of Q1 2022.

  • RegentAtlantic Capital reported no remaining ALPS Clean Energy ETF position as of Q1 2022 after selling out during the quarter.
  • RegentAtlantic Capital sold 4,443 ALPS Clean Energy ETF shares in Q1 2022, an estimated $285K.
  • RegentAtlantic Capital first reported a position in ALPS Clean Energy ETF in Q4 2021 and held it in 1 quarter.
  • RegentAtlantic Capital's ALPS Clean Energy ETF position peaked at $285K in Q4 2021.
  • 82 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2022.

Based on RegentAtlantic Capital's 13F filing for Q1 2022, filed 2 May 2022.