Sigma Planning Corp
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Sigma Planning Corp’s ALPS Clean Energy ETF ACES Stock Holding History

Sigma Planning Corp’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
Q3 		– Sell
-6,544
Closed -$496K – 1375
2021
Q2 		$496K Buy
6,544
+106
+2% +$7.56K 0.01% 835
2021
Q1 		$502K Sell
6,438
-145
-2% -$12.6K 0.02% 766
2020
Q4 		$528K Buy
6,583
+211
+3% +$13.8K 0.02% 674
2020
Q3 		$353K Buy
6,372
+124
+2% +$6.04K 0.01% 740
2020
Q2 		$244K Buy
+6,248
New +$216K 0.01% 860

Other funds holding ACES

CIBC Private Wealth Group
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Clal Insurance
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return

Sigma Planning Corp's ACES Position: Q3 2021 in Review

Sigma Planning Corp sold out of ALPS Clean Energy ETF (ACES) in Q3 2021, closing a stake of 6,544 shares — an estimated $496K sold.

Sigma Planning Corp first reported a position in ACES in Q2 2020 and held it in 5 quarters. The position peaked at $528K in Q4 2020. 84 funds tracked by Wall St. Rank hold ACES as of Q3 2021.

  • Sigma Planning Corp reported no remaining ALPS Clean Energy ETF position as of Q3 2021 after selling out during the quarter.
  • Sigma Planning Corp sold 6,544 ALPS Clean Energy ETF shares in Q3 2021, an estimated $496K.
  • Sigma Planning Corp first reported a position in ALPS Clean Energy ETF in Q2 2020 and held it in 5 quarters.
  • Sigma Planning Corp's ALPS Clean Energy ETF position peaked at $528K in Q4 2020.
  • 84 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q3 2021.

Based on Sigma Planning Corp's 13F filing for Q3 2021, filed 28 Oct 2021.