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Rothschild Investment LLC’s ALPS Clean Energy ETF ACES Stock Holding History

Rothschild Investment LLC’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
2025
Q3 		– Sell
-300
Closed -$7.74K – 3137
2025
Q2 		$7.74K Hold
300
– – ﹤0.01% 1313
2025
Q1 		$6.88K Hold
300
– – ﹤0.01% 1293
2024
Q4 		$7.81K Hold
300
– – ﹤0.01% 1207
2024
Q3 		$8.82K Hold
300
– – ﹤0.01% 1154
2024
Q2 		$8.45K Sell
300
-600
-67% -$17.4K ﹤0.01% 1131
2024
Q1 		$26.7K Hold
900
– – ﹤0.01% 859
2023
Q4 		$32.3K Buy
+900
New +$29.2K ﹤0.01% 749

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rothschild Investment LLC's ACES Position: Q3 2025 in Review

Rothschild Investment LLC sold out of ALPS Clean Energy ETF (ACES) in Q3 2025, closing a stake of 300 shares — an estimated $7.74K sold.

Rothschild Investment LLC first reported a position in ACES in Q4 2023 and held it in 7 quarters. The position peaked at $32.3K in Q4 2023. 43 funds tracked by Wall St. Rank hold ACES as of Q3 2025.

  • Rothschild Investment LLC reported no remaining ALPS Clean Energy ETF position as of Q3 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 300 ALPS Clean Energy ETF shares in Q3 2025, an estimated $7.74K.
  • Rothschild Investment LLC first reported a position in ALPS Clean Energy ETF in Q4 2023 and held it in 7 quarters.
  • Rothschild Investment LLC's ALPS Clean Energy ETF position peaked at $32.3K in Q4 2023.
  • 43 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q3 2025.

Based on Rothschild Investment LLC's 13F filing for Q3 2025, filed 7 Nov 2025.