Stifel Financial’s ALPS Clean Energy ETF ACES Stock Holding History

Stifel Financial’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
2022 Q2	–	Sell	-3,416	Closed	-$216K	–	3312
2022 Q1	$216K	Sell	3,416 -1,000	-23%	-$56.4K	﹤0.01%	3073
2021 Q4	$283K	Buy	4,416 +950	+27%	+$68.1K	﹤0.01%	2952
2021 Q3	$229K	Sell	3,466 -418	-11%	-$29.3K	﹤0.01%	3062
2021 Q2	$294K	Buy	3,884 +468	+14%	+$33.4K	﹤0.01%	2909
2021 Q1	$267K	Buy	3,416 +195	+6%	+$16.9K	﹤0.01%	2856
2020 Q4	$258K	Buy	+3,221	New	+$211K	﹤0.01%	2680

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

Stifel Financial's ACES Position: Q2 2022 in Review

Stifel Financial sold out of ALPS Clean Energy ETF (ACES) in Q2 2022, closing a stake of 3,416 shares — an estimated $216K sold.

Stifel Financial first reported a position in ACES in Q4 2020 and held it in 6 quarters. The position peaked at $294K in Q2 2021. 78 funds tracked by Wall St. Rank hold ACES as of Q2 2022.

Stifel Financial reported no remaining ALPS Clean Energy ETF position as of Q2 2022 after selling out during the quarter.
Stifel Financial sold 3,416 ALPS Clean Energy ETF shares in Q2 2022, an estimated $216K.
Stifel Financial first reported a position in ALPS Clean Energy ETF in Q4 2020 and held it in 6 quarters.
Stifel Financial's ALPS Clean Energy ETF position peaked at $294K in Q2 2021.
78 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2022.

Based on Stifel Financial's 13F filing for Q2 2022, filed 15 Aug 2022.