Sargent Bickham Lagudis’s ALPS Clean Energy ETF ACES Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	–	Sell	-116	Closed	-$6K	–	1054
2022 Q3	$6K	Hold	116	–	–	﹤0.01%	750
2022 Q2	$6K	Sell	116 -234	-67%	-$12.3K	﹤0.01%	756
2022 Q1	$22K	Hold	350	–	–	﹤0.01%	584
2021 Q4	$22K	Buy	+350	New	+$25.1K	﹤0.01%	580

Other funds holding ACES

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

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

Sargent Bickham Lagudis's ACES Position: Q4 2022 in Review

Sargent Bickham Lagudis sold out of ALPS Clean Energy ETF (ACES) in Q4 2022, closing a stake of 116 shares — an estimated $6K sold.

Sargent Bickham Lagudis first reported a position in ACES in Q4 2021 and held it in 4 quarters. The position peaked at $22K in Q1 2022. 79 funds tracked by Wall St. Rank hold ACES as of Q4 2022.

Sargent Bickham Lagudis reported no remaining ALPS Clean Energy ETF position as of Q4 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 116 ALPS Clean Energy ETF shares in Q4 2022, an estimated $6K.
Sargent Bickham Lagudis first reported a position in ALPS Clean Energy ETF in Q4 2021 and held it in 4 quarters.
Sargent Bickham Lagudis's ALPS Clean Energy ETF position peaked at $22K in Q1 2022.
79 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.