TD Capital Management’s ALPS Clean Energy ETF ACES Stock Holding History

TD Capital Management’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 Q1	–	Sell	-33	Closed	-$2K	–	98
2021 Q4	$2K	Hold	33	–	–	﹤0.01%	339
2021 Q3	$2K	Hold	33	–	–	﹤0.01%	324
2021 Q2	$3K	Hold	33	–	–	﹤0.01%	303
2021 Q1	$3K	Buy	+33	New	+$2.86K	﹤0.01%	275

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

EFL

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

TD Capital Management's ACES Position: Q1 2022 in Review

TD Capital Management sold out of ALPS Clean Energy ETF (ACES) in Q1 2022, closing a stake of 33 shares — an estimated $2K sold.

TD Capital Management first reported a position in ACES in Q1 2021 and held it in 4 quarters. The position peaked at $3K in Q2 2021. 82 funds tracked by Wall St. Rank hold ACES as of Q1 2022.

TD Capital Management reported no remaining ALPS Clean Energy ETF position as of Q1 2022 after selling out during the quarter.
TD Capital Management sold 33 ALPS Clean Energy ETF shares in Q1 2022, an estimated $2K.
TD Capital Management first reported a position in ALPS Clean Energy ETF in Q1 2021 and held it in 4 quarters.
TD Capital Management's ALPS Clean Energy ETF position peaked at $3K in Q2 2021.
82 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2022.

Based on TD Capital Management's 13F filing for Q1 2022, filed 18 May 2022.