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 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 $74.4B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

TigerOak Management's ACES Position: Q1 2026 in Review

TigerOak Management held its ALPS Clean Energy ETF (ACES) position steady in Q1 2026 at 8,622 shares worth $289K. The position accounts for 0.09% of the portfolio, ranked #104.

TigerOak Management first reported a position in ACES in Q4 2024 and has held it in 6 quarters since. 51 funds tracked by Wall St. Rank hold ACES as of Q1 2026.

TigerOak Management held 8,622 shares of ALPS Clean Energy ETF worth $289K as of Q1 2026.
TigerOak Management left its ALPS Clean Energy ETF share count unchanged in Q1 2026.
ALPS Clean Energy ETF made up 0.09% of TigerOak Management's portfolio in Q1 2026, its #104 holding.
TigerOak Management first reported a position in ALPS Clean Energy ETF in Q4 2024 and has held it in 6 quarters since.
51 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2026.

Based on TigerOak Management's 13F filing for Q1 2026, filed 21 Apr 2026.