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SageView Advisory Group’s ALPS Clean Energy ETF ACES Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-110
Closed -$3.57K – 598
2025
Q4 		$3.57K Buy
+110
New +$3.73K ﹤0.01% 2054

Other funds holding ACES

CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SageView Advisory Group's ACES Position: Q1 2026 in Review

SageView Advisory Group sold out of ALPS Clean Energy ETF (ACES) in Q1 2026, closing a stake of 110 shares — an estimated $3.57K sold.

SageView Advisory Group first reported a position in ACES in Q4 2025 and held it in 1 quarter. The position peaked at $3.57K in Q4 2025. 51 funds tracked by Wall St. Rank hold ACES as of Q1 2026.

  • SageView Advisory Group reported no remaining ALPS Clean Energy ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 110 ALPS Clean Energy ETF shares in Q1 2026, an estimated $3.57K.
  • SageView Advisory Group first reported a position in ALPS Clean Energy ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's ALPS Clean Energy ETF position peaked at $3.57K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.