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Shepherd Financial Partners’s ALPS Clean Energy ETF ACES Stock Holding History

Shepherd Financial Partners’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
2021
Q2 		– Sell
-3,094
Closed -$241K – 147
2021
Q1 		$241K Buy
+3,094
New +$268K 0.05% 132

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Millennium Management
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Northwestern Mutual Wealth Management
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Cambridge Investment Research Advisors
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Bessemer Group
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Shepherd Financial Partners's ACES Position: Q2 2021 in Review

Shepherd Financial Partners sold out of ALPS Clean Energy ETF (ACES) in Q2 2021, closing a stake of 3,094 shares — an estimated $241K sold.

Shepherd Financial Partners first reported a position in ACES in Q1 2021 and held it in 1 quarter. The position peaked at $241K in Q1 2021. 86 funds tracked by Wall St. Rank hold ACES as of Q2 2021.

  • Shepherd Financial Partners reported no remaining ALPS Clean Energy ETF position as of Q2 2021 after selling out during the quarter.
  • Shepherd Financial Partners sold 3,094 ALPS Clean Energy ETF shares in Q2 2021, an estimated $241K.
  • Shepherd Financial Partners first reported a position in ALPS Clean Energy ETF in Q1 2021 and held it in 1 quarter.
  • Shepherd Financial Partners's ALPS Clean Energy ETF position peaked at $241K in Q1 2021.
  • 86 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2021.

Based on Shepherd Financial Partners's 13F filing for Q2 2021, filed 16 Aug 2021.