Rossby Financial’s ALPS Clean Energy ETF ACES Stock Holding History

Rossby 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
2026 Q3	$14.1K	Buy	+510	New	+$15.8K	﹤0.01%	1389

Other funds holding ACES

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Waystone Advisors Redmond, Washington $134M AUM 14.93% 1-Year Est. Return

Trillium Asset Management Boston, Massachusetts $3.19B AUM 19.69% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Smithfield Trust Pittsburgh, Pennsylvania $2.51B AUM 13.63% 1-Year Est. Return

Jacobi Capital Management Pittston, Pennsylvania $2.11B AUM 19.6% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $264M AUM 15.76% 1-Year Est. Return

Phillip James Consulting Plymouth, Minnesota $149M AUM 13.83% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Rossby Financial's ACES Position: Q3 2026 in Review

Rossby Financial opened a new position in ALPS Clean Energy ETF (ACES) in Q3 2026: 510 shares worth $14.1K. The stake represents ﹤0.01% of the portfolio and ranks #1389 among its holdings.

23 funds tracked by Wall St. Rank hold ACES as of Q3 2026.

Rossby Financial held 510 shares of ALPS Clean Energy ETF worth $14.1K as of Q3 2026.
ALPS Clean Energy ETF was a new Rossby Financial position in Q3 2026.
ALPS Clean Energy ETF made up ﹤0.01% of Rossby Financial's portfolio in Q3 2026, its #1389 holding.
23 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.