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Stelac Advisory Services’s ALPS Clean Energy ETF ACES Stock Holding History

Stelac Advisory 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
Q1 		– Sell
-17,087
Closed -$1.37M – 230
2020
Q4 		$1.37M Buy
17,087
+14,384
+532% +$940K 0.35% 53
2020
Q3 		$150K Buy
+2,703
New +$132K 0.05% 152

Other funds holding ACES

CIBC Private Wealth Group
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CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Stelac Advisory Services's ACES Position: Q1 2021 in Review

Stelac Advisory Services sold out of ALPS Clean Energy ETF (ACES) in Q1 2021, closing a stake of 17,087 shares — an estimated $1.37M sold.

Stelac Advisory Services first reported a position in ACES in Q3 2020 and held it in 2 quarters. The position peaked at $1.37M in Q4 2020. 92 funds tracked by Wall St. Rank hold ACES as of Q1 2021.

  • Stelac Advisory Services reported no remaining ALPS Clean Energy ETF position as of Q1 2021 after selling out during the quarter.
  • Stelac Advisory Services sold 17,087 ALPS Clean Energy ETF shares in Q1 2021, an estimated $1.37M.
  • Stelac Advisory Services first reported a position in ALPS Clean Energy ETF in Q3 2020 and held it in 2 quarters.
  • Stelac Advisory Services's ALPS Clean Energy ETF position peaked at $1.37M in Q4 2020.
  • 92 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2021.

Based on Stelac Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.