Sowell Financial Services
ACES icon

Sowell Financial Services’s ALPS Clean Energy ETF ACES Stock Holding History

Sowell Financial Services’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
-3,378
Closed -$227K – 534
2021
Q1 		$227K Buy
3,378
+336
+11% +$29.1K 0.01% 979
2020
Q4 		$244K Sell
3,042
-121
-4% -$7.91K 0.01% 770
2020
Q3 		$175K Sell
3,163
-654
-17% -$31.9K 0.01% 775
2020
Q2 		$149K Sell
3,817
-425
-10% -$14.7K 0.01% 832
2020
Q1 		$122K Buy
4,242
+79
+2% +$2.79K 0.01% 785
2019
Q4 		$141K Buy
4,163
+5
+0.1% +$160 0.01% 808
2019
Q3 		$129K Buy
+4,158
New +$128K 0.01% 761

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LPL Financial
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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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Kestra Advisory Services
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Bessemer Group
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Sowell Financial Services's ACES Position: Q2 2021 in Review

Sowell Financial Services sold out of ALPS Clean Energy ETF (ACES) in Q2 2021, closing a stake of 3,378 shares — an estimated $227K sold.

Sowell Financial Services first reported a position in ACES in Q3 2019 and held it in 7 quarters. The position peaked at $244K in Q4 2020. 86 funds tracked by Wall St. Rank hold ACES as of Q2 2021.

  • Sowell Financial Services reported no remaining ALPS Clean Energy ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 3,378 ALPS Clean Energy ETF shares in Q2 2021, an estimated $227K.
  • Sowell Financial Services first reported a position in ALPS Clean Energy ETF in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's ALPS Clean Energy ETF position peaked at $244K in Q4 2020.
  • 86 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.