Tradition Wealth Management’s ALPS Clean Energy ETF ACES Stock Holding History

Tradition Wealth 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
2021 Q3	–	Sell	-500	Closed	-$38K	–	1155
2021 Q2	$38K	Hold	500	–	–	0.01%	598
2021 Q1	$39K	Hold	500	–	–	0.01%	483
2020 Q4	$40K	Buy	+500	New	+$32.7K	0.01%	446

Other funds holding ACES

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

EFL

ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

Tradition Wealth Management's ACES Position: Q3 2021 in Review

Tradition Wealth Management sold out of ALPS Clean Energy ETF (ACES) in Q3 2021, closing a stake of 500 shares — an estimated $38K sold.

Tradition Wealth Management first reported a position in ACES in Q4 2020 and held it in 3 quarters. The position peaked at $40K in Q4 2020. 83 funds tracked by Wall St. Rank hold ACES as of Q3 2021.

Tradition Wealth Management reported no remaining ALPS Clean Energy ETF position as of Q3 2021 after selling out during the quarter.
Tradition Wealth Management sold 500 ALPS Clean Energy ETF shares in Q3 2021, an estimated $38K.
Tradition Wealth Management first reported a position in ALPS Clean Energy ETF in Q4 2020 and held it in 3 quarters.
Tradition Wealth Management's ALPS Clean Energy ETF position peaked at $40K in Q4 2020.
83 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q3 2021.

Based on Tradition Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.