Summit X LLC’s ALPS Clean Energy ETF ACES Stock Holding History

Summit X LLC’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	-2,722	Closed	-$207K	–	261
2021 Q2	$207K	Buy	2,722 +92	+3%	+$6.57K	0.05%	248
2021 Q1	$207K	Buy	+2,630	New	+$228K	0.06%	247

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

Summit X LLC's ACES Position: Q3 2021 in Review

Summit X LLC sold out of ALPS Clean Energy ETF (ACES) in Q3 2021, closing a stake of 2,722 shares — an estimated $207K sold.

Summit X LLC first reported a position in ACES in Q1 2021 and held it in 2 quarters. The position peaked at $207K in Q2 2021. 83 funds tracked by Wall St. Rank hold ACES as of Q3 2021.

Summit X LLC reported no remaining ALPS Clean Energy ETF position as of Q3 2021 after selling out during the quarter.
Summit X LLC sold 2,722 ALPS Clean Energy ETF shares in Q3 2021, an estimated $207K.
Summit X LLC first reported a position in ALPS Clean Energy ETF in Q1 2021 and held it in 2 quarters.
Summit X LLC's ALPS Clean Energy ETF position peaked at $207K in Q2 2021.
83 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q3 2021.

Based on Summit X LLC's 13F filing for Q3 2021, filed 19 Oct 2021.