The Family Firm’s ALPS Clean Energy ETF ACES Stock Holding History

The Family Firm’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
2024 Q3	–	Sell	-17	Closed	-$479	–	214
2024 Q2	$479	Buy	+17	New	+$494	﹤0.01%	856

Other funds holding ACES

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

The Family Firm's ACES Position: Q3 2024 in Review

The Family Firm sold out of ALPS Clean Energy ETF (ACES) in Q3 2024, closing a stake of 17 shares — an estimated $479 sold.

The Family Firm first reported a position in ACES in Q2 2024 and held it in 1 quarter. The position peaked at $479 in Q2 2024. 52 funds tracked by Wall St. Rank hold ACES as of Q3 2024.

The Family Firm reported no remaining ALPS Clean Energy ETF position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 17 ALPS Clean Energy ETF shares in Q3 2024, an estimated $479.
The Family Firm first reported a position in ALPS Clean Energy ETF in Q2 2024 and held it in 1 quarter.
The Family Firm's ALPS Clean Energy ETF position peaked at $479 in Q2 2024.
52 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.