Stamos Capital Partners’s ALPS Clean Energy ETF ACES Stock Holding History

Stamos Capital 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 Q3	–	Sell	-7,120	Closed	-$540K	–	44
2021 Q2	$540K	Buy	7,120 +2,220	+45%	+$158K	0.28%	42
2021 Q1	$382K	Hold	4,900	–	–	0.19%	44
2020 Q4	$393K	Buy	+4,900	New	+$320K	0.17%	50

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

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

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

KAS

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

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

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

EFL

ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

Stamos Capital Partners's ACES Position: Q3 2021 in Review

Stamos Capital Partners sold out of ALPS Clean Energy ETF (ACES) in Q3 2021, closing a stake of 7,120 shares — an estimated $540K sold.

Stamos Capital Partners first reported a position in ACES in Q4 2020 and held it in 3 quarters. The position peaked at $540K in Q2 2021. 83 funds tracked by Wall St. Rank hold ACES as of Q3 2021.

Stamos Capital Partners reported no remaining ALPS Clean Energy ETF position as of Q3 2021 after selling out during the quarter.
Stamos Capital Partners sold 7,120 ALPS Clean Energy ETF shares in Q3 2021, an estimated $540K.
Stamos Capital Partners first reported a position in ALPS Clean Energy ETF in Q4 2020 and held it in 3 quarters.
Stamos Capital Partners's ALPS Clean Energy ETF position peaked at $540K in Q2 2021.
83 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q3 2021.

Based on Stamos Capital Partners's 13F filing for Q3 2021, filed 12 Nov 2021.