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

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