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RMR Wealth Builders’s ALPS Clean Energy ETF ACES Stock Holding History

RMR Wealth Builders’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
-54
Closed -$4K – 178
2021
Q1 		$4K Buy
+54
New +$4.68K ﹤0.01% 683

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 $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

RMR Wealth Builders's ACES Position: Q2 2021 in Review

RMR Wealth Builders sold out of ALPS Clean Energy ETF (ACES) in Q2 2021, closing a stake of 54 shares — an estimated $4K sold.

RMR Wealth Builders first reported a position in ACES in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 86 funds tracked by Wall St. Rank hold ACES as of Q2 2021.

  • RMR Wealth Builders reported no remaining ALPS Clean Energy ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 54 ALPS Clean Energy ETF shares in Q2 2021, an estimated $4K.
  • RMR Wealth Builders first reported a position in ALPS Clean Energy ETF in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's ALPS Clean Energy ETF position peaked at $4K in Q1 2021.
  • 86 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.