TigerOak Management’s ALPS Clean Energy ETF ACES Stock Holding History

TigerOak 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
2026 Q2	–	Sell	-8,622	Closed	-$289K	–	140
2026 Q1	$289K	Hold	8,622	–	–	0.09%	104
2025 Q4	$280K	Sell	8,622 -231	-3%	-$7.83K	0.09%	99
2025 Q3	$283K	Hold	8,853	–	–	0.09%	95
2025 Q2	$228K	Sell	8,853 -667	-7%	-$16K	0.08%	104
2025 Q1	$218K	Hold	9,520	–	–	0.08%	98
2024 Q4	$248K	Buy	+9,520	New	+$263K	0.09%	94

Other funds holding ACES

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TigerOak Management's ACES Position: Q2 2026 in Review

TigerOak Management sold out of ALPS Clean Energy ETF (ACES) in Q2 2026, closing a stake of 8,622 shares — an estimated $289K sold.

TigerOak Management first reported a position in ACES in Q4 2024 and held it in 6 quarters. The position peaked at $289K in Q1 2026. 51 funds tracked by Wall St. Rank hold ACES as of Q2 2026.

TigerOak Management reported no remaining ALPS Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
TigerOak Management sold 8,622 ALPS Clean Energy ETF shares in Q2 2026, an estimated $289K.
TigerOak Management first reported a position in ALPS Clean Energy ETF in Q4 2024 and held it in 6 quarters.
TigerOak Management's ALPS Clean Energy ETF position peaked at $289K in Q1 2026.
51 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2026.

Based on TigerOak Management's 13F filing for Q2 2026, filed 11 Aug 2026.