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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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.