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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

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FTUS
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