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

Rockefeller 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
2026 Q2	$9.49K	Hold	267	–	–	﹤0.01%	4036
2026 Q1	$8.98K	Hold	267	–	–	﹤0.01%	4033
2025 Q4	$8.68K	Sell	267 -27	-9%	-$915	﹤0.01%	3865
2025 Q3	$9.39K	Buy	+294	New	+$8.45K	﹤0.01%	3672
2024 Q3	–	Sell	-12,636	Closed	-$356K	–	1610
2024 Q2	$356K	Sell	12,636 -2,499	-17%	-$72.7K	﹤0.01%	1518
2024 Q1	$449K	Buy	15,135 +2,500	+20%	+$75.4K	﹤0.01%	1505
2023 Q4	$454K	Buy	+12,635	New	+$410K	﹤0.01%	1375
2023 Q3	–	Sell	-9,134	Closed	-$413K	–	1486
2023 Q2	$413K	Hold	9,134	–	–	﹤0.01%	1409
2023 Q1	$424K	Buy	9,134 +5,350	+141%	+$258K	﹤0.01%	1420
2022 Q4	$172K	Sell	3,784 -3,192	-46%	-$167K	﹤0.01%	1733
2022 Q3	$386K	Hold	6,976	–	–	﹤0.01%	1364
2022 Q2	$338K	Buy	6,976 +133	+2%	+$6.97K	﹤0.01%	1426
2022 Q1	$433K	Sell	6,843 -7,946	-54%	-$448K	﹤0.01%	1375
2021 Q4	$947K	Sell	14,789 -19,432	-57%	-$1.39M	﹤0.01%	1062
2021 Q3	$2.26M	Sell	34,221 -2,405	-7%	-$169K	0.01%	720
2021 Q2	$2.77M	Buy	36,626 +10,351	+39%	+$739K	0.02%	629
2021 Q1	$2.05M	Hold	26,275	–	–	0.01%	573
2020 Q4	$2.1M	Buy	+26,275	New	+$1.72M	0.02%	508

Other funds holding ACES

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rockefeller Capital Management's ACES Position: Q2 2026 in Review

Rockefeller Capital Management held its ALPS Clean Energy ETF (ACES) position steady in Q2 2026 at 267 shares worth $9.49K. The position accounts for ﹤0.01% of the portfolio, ranked #4036.

Rockefeller Capital Management first reported a position in ACES in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.77M in Q2 2021. 51 funds tracked by Wall St. Rank hold ACES as of Q2 2026.

Rockefeller Capital Management held 267 shares of ALPS Clean Energy ETF worth $9.49K as of Q2 2026.
Rockefeller Capital Management left its ALPS Clean Energy ETF share count unchanged in Q2 2026.
ALPS Clean Energy ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4036 holding.
Rockefeller Capital Management first reported a position in ALPS Clean Energy ETF in Q4 2020 and has held it in 18 quarters since.
Rockefeller Capital Management's ALPS Clean Energy ETF position peaked at $2.77M in Q2 2021.
51 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.