Steward Partners Investment Advisory’s ALPS Clean Energy ETF ACES Stock Holding History

Steward Partners Investment Advisory’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
2026 Q2	$10.7K	Hold	302	–	–	﹤0.01%	3705
2026 Q1	$10.1K	Hold	302	–	–	﹤0.01%	3557
2025 Q4	$9.79K	Buy	+302	New	+$10.2K	﹤0.01%	3453
2024 Q4	–	Sell	-104	Closed	-$3.06K	–	3967
2024 Q3	$3.06K	Sell	104 -119	-53%	-$3.44K	﹤0.01%	3336
2024 Q2	$6.28K	Sell	223 -12	-5%	-$349	﹤0.01%	2976
2024 Q1	$6.97K	Sell	235 -47	-17%	-$1.42K	﹤0.01%	2938
2023 Q4	$10.1K	Sell	282 -52	-16%	-$1.69K	﹤0.01%	2706
2023 Q3	$12.2K	Sell	334 -14,406	-98%	-$621K	﹤0.01%	2516
2023 Q2	$666K	Sell	14,740 -3	-0%	-$131	0.01%	835
2023 Q1	$685K	Sell	14,743 -536	-4%	-$25.9K	0.01%	807
2022 Q4	$695K	Buy	15,279 +2,331	+18%	+$122K	0.01%	784
2022 Q3	$719K	Sell	12,948 -2,143	-14%	-$127K	0.01%	741
2022 Q2	$734K	Sell	15,091 -6,129	-29%	-$321K	0.01%	739
2022 Q1	$1.34M	Buy	21,220 +1,165	+6%	+$65.7K	0.02%	595
2021 Q4	$1.29M	Buy	20,055 +683	+4%	+$49K	0.02%	619
2021 Q3	$1.28M	Buy	19,372 +3,700	+24%	+$259K	0.02%	589
2021 Q2	$1.19M	Buy	15,672 +15,522	+10,348%	+$1.11M	0.02%	605
2021 Q1	$11.7K	Buy	+150	New	+$13K	﹤0.01%	2717

Other funds holding ACES

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Waystone Advisors Redmond, Washington $134M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Steward Partners Investment Advisory's ACES Position: Q2 2026 in Review

Steward Partners Investment Advisory held its ALPS Clean Energy ETF (ACES) position steady in Q2 2026 at 302 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3705.

Steward Partners Investment Advisory first reported a position in ACES in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.34M in Q1 2022. 43 funds tracked by Wall St. Rank hold ACES as of Q2 2026.

Steward Partners Investment Advisory held 302 shares of ALPS Clean Energy ETF worth $10.7K as of Q2 2026.
Steward Partners Investment Advisory left its ALPS Clean Energy ETF share count unchanged in Q2 2026.
ALPS Clean Energy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3705 holding.
Steward Partners Investment Advisory first reported a position in ALPS Clean Energy ETF in Q1 2021 and has held it in 18 quarters since.
Steward Partners Investment Advisory's ALPS Clean Energy ETF position peaked at $1.34M in Q1 2022.
43 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.