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
2025 Q4	$3.57K	Buy	+110	New	+$3.73K	﹤0.01%	2054

Other funds holding ACES

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SageView Advisory Group's ACES Position: Q4 2025 in Review

SageView Advisory Group opened a new position in ALPS Clean Energy ETF (ACES) in Q4 2025: 110 shares worth $3.57K. The stake represents ﹤0.01% of the portfolio and ranks #2054 among its holdings.

50 funds tracked by Wall St. Rank hold ACES as of Q4 2025.

SageView Advisory Group held 110 shares of ALPS Clean Energy ETF worth $3.57K as of Q4 2025.
ALPS Clean Energy ETF was a new SageView Advisory Group position in Q4 2025.
ALPS Clean Energy ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2054 holding.
50 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.