Spire Wealth Management’s ALPS Clean Energy ETF ACES Stock Holding History

Spire Wealth Management’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
2023 Q3	–	Sell	-600	Closed	-$27.1K	–	2352
2023 Q2	$27.1K	Sell	600 -32	-5%	-$1.4K	﹤0.01%	1454
2023 Q1	$29.4K	Buy	632 +35	+6%	+$1.69K	﹤0.01%	1437
2022 Q4	$27K	Sell	597 -193	-24%	-$10.1K	﹤0.01%	1237
2022 Q3	$44K	Sell	790 -114	-13%	-$6.76K	﹤0.01%	991
2022 Q2	$44K	Buy	904 +3	+0.3%	+$157	﹤0.01%	1335
2022 Q1	$57K	Sell	901 -186	-17%	-$10.5K	﹤0.01%	1398
2021 Q4	$70K	Sell	1,087 -101	-9%	-$7.24K	﹤0.01%	1558
2021 Q3	$79K	Buy	1,188 +2	+0.2%	+$140	﹤0.01%	1279
2021 Q2	$90K	Buy	1,186 +594	+100%	+$42.4K	﹤0.01%	1213
2021 Q1	$46K	Buy	+592	New	+$51.3K	﹤0.01%	1757

Other funds holding ACES

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

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

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

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

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

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

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

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

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

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

Spire Wealth Management's ACES Position: Q3 2023 in Review

Spire Wealth Management sold out of ALPS Clean Energy ETF (ACES) in Q3 2023, closing a stake of 600 shares — an estimated $27.1K sold.

Spire Wealth Management first reported a position in ACES in Q1 2021 and held it in 10 quarters. The position peaked at $90K in Q2 2021. 64 funds tracked by Wall St. Rank hold ACES as of Q3 2023.

Spire Wealth Management reported no remaining ALPS Clean Energy ETF position as of Q3 2023 after selling out during the quarter.
Spire Wealth Management sold 600 ALPS Clean Energy ETF shares in Q3 2023, an estimated $27.1K.
Spire Wealth Management first reported a position in ALPS Clean Energy ETF in Q1 2021 and held it in 10 quarters.
Spire Wealth Management's ALPS Clean Energy ETF position peaked at $90K in Q2 2021.
64 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.