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Tobias Financial Advisors’s ALPS Clean Energy ETF ACES Stock Holding History

Tobias Financial Advisors’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
2023
Q4 		– Sell
-83,961
Closed -$3.07M – 97
2023
Q3 		$3.07M Buy
83,961
+77,852
+1,274% +$3.36M 0.81% 33
2023
Q2 		$276K Sell
6,109
-6,429
-51% -$281K 0.07% 78
2023
Q1 		$583K Sell
12,538
-6,503
-34% -$314K 0.17% 58
2022
Q4 		$866K Buy
19,041
+4,382
+30% +$229K 0.28% 53
2022
Q3 		$814K Sell
14,659
-19,203
-57% -$1.14M 0.29% 52
2022
Q2 		$1.65M Buy
33,862
+22,131
+189% +$1.16M 0.55% 41
2022
Q1 		$743K Buy
+11,731
New +$661K 0.26% 51

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Tobias Financial Advisors's ACES Position: Q4 2023 in Review

Tobias Financial Advisors sold out of ALPS Clean Energy ETF (ACES) in Q4 2023, closing a stake of 83,961 shares — an estimated $3.07M sold.

Tobias Financial Advisors first reported a position in ACES in Q1 2022 and held it in 7 quarters. The position peaked at $3.07M in Q3 2023. 66 funds tracked by Wall St. Rank hold ACES as of Q4 2023.

  • Tobias Financial Advisors reported no remaining ALPS Clean Energy ETF position as of Q4 2023 after selling out during the quarter.
  • Tobias Financial Advisors sold 83,961 ALPS Clean Energy ETF shares in Q4 2023, an estimated $3.07M.
  • Tobias Financial Advisors first reported a position in ALPS Clean Energy ETF in Q1 2022 and held it in 7 quarters.
  • Tobias Financial Advisors's ALPS Clean Energy ETF position peaked at $3.07M in Q3 2023.
  • 66 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q4 2023.

Based on Tobias Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.