TWP
ACES icon

Tempus Wealth Planning’s ALPS Clean Energy ETF ACES Stock Holding History

Tempus Wealth Planning’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
2025
Q1 		– Sell
-8,920
Closed -$232K – 253
2024
Q4 		$232K Buy
8,920
+870
+11% +$24.1K 0.07% 218
2024
Q3 		$237K Buy
8,050
+184
+2% +$5.32K 0.09% 199
2024
Q2 		$222K Sell
7,866
-1,259
-14% -$36.6K 0.09% 181
2024
Q1 		$271K Sell
9,125
-842
-8% -$25.4K 0.12% 166
2023
Q4 		$358K Buy
9,967
+2,952
+42% +$95.8K 0.16% 136
2023
Q3 		$257K Buy
7,015
+82
+1% +$3.54K 0.13% 139
2023
Q2 		$313K Buy
6,933
+659
+11% +$28.8K 0.14% 136
2023
Q1 		$292K Buy
6,274
+697
+12% +$33.7K 0.14% 129
2022
Q4 		$254K Sell
5,577
-886
-14% -$46.4K 0.15% 148
2022
Q3 		$359K Sell
6,463
-238
-4% -$14.1K 0.24% 113
2022
Q2 		$326K Buy
6,701
+1,527
+30% +$80K 0.27% 95
2022
Q1 		$328K Buy
+5,174
New +$292K 0.23% 98

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tempus Wealth Planning's ACES Position: Q1 2025 in Review

Tempus Wealth Planning sold out of ALPS Clean Energy ETF (ACES) in Q1 2025, closing a stake of 8,920 shares — an estimated $232K sold.

Tempus Wealth Planning first reported a position in ACES in Q1 2022 and held it in 12 quarters. The position peaked at $359K in Q3 2022. 42 funds tracked by Wall St. Rank hold ACES as of Q1 2025.

  • Tempus Wealth Planning reported no remaining ALPS Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Tempus Wealth Planning sold 8,920 ALPS Clean Energy ETF shares in Q1 2025, an estimated $232K.
  • Tempus Wealth Planning first reported a position in ALPS Clean Energy ETF in Q1 2022 and held it in 12 quarters.
  • Tempus Wealth Planning's ALPS Clean Energy ETF position peaked at $359K in Q3 2022.
  • 42 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2025.

Based on Tempus Wealth Planning's 13F filing for Q1 2025, filed 6 May 2025.