Truist Financial
ACES icon

Truist Financial’s ALPS Clean Energy ETF ACES Stock Holding History

Truist Financial’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
2024
Q4 		– Sell
-26,309
Closed -$774K – 2510
2024
Q3 		$774K Buy
26,309
+6
+0% +$173 ﹤0.01% 1655
2024
Q2 		$741K Buy
26,303
+830
+3% +$24.1K ﹤0.01% 1753
2024
Q1 		$756K Sell
25,473
-214
-0.8% -$6.46K ﹤0.01% 1749
2023
Q4 		$922K Sell
25,687
-2,006
-7% -$65.1K ﹤0.01% 1642
2023
Q3 		$1.01M Sell
27,693
-667
-2% -$28.8K ﹤0.01% 1565
2023
Q2 		$1.28M Buy
28,360
+466
+2% +$20.3K ﹤0.01% 1458
2023
Q1 		$1.3M Buy
27,894
+3,129
+13% +$151K ﹤0.01% 1437
2022
Q4 		$1.13M Buy
24,765
+3,274
+15% +$171K ﹤0.01% 1495
2022
Q3 		$1.19M Buy
21,491
+47
+0.2% +$2.79K ﹤0.01% 1415
2022
Q2 		$1.04M Buy
21,444
+2,221
+12% +$116K ﹤0.01% 1528
2022
Q1 		$1.22M Buy
19,223
+3,136
+19% +$177K ﹤0.01% 1530
2021
Q4 		$1.03M Buy
16,087
+1,423
+10% +$102K ﹤0.01% 1615
2021
Q3 		$970K Buy
14,664
+2,027
+16% +$142K ﹤0.01% 1624
2021
Q2 		$958K Buy
12,637
+1,433
+13% +$102K ﹤0.01% 1679
2021
Q1 		$874K Buy
11,204
+51
+0.5% +$4.42K ﹤0.01% 1669
2020
Q4 		$894K Buy
11,153
+311
+3% +$20.3K ﹤0.01% 1536
2020
Q3 		$601K Buy
10,842
+2,781
+34% +$136K ﹤0.01% 1627
2020
Q2 		$315K Buy
+8,061
New +$278K ﹤0.01% 1917

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Truist Financial's ACES Position: Q4 2024 in Review

Truist Financial sold out of ALPS Clean Energy ETF (ACES) in Q4 2024, closing a stake of 26,309 shares — an estimated $774K sold.

Truist Financial first reported a position in ACES in Q2 2020 and held it in 18 quarters. The position peaked at $1.3M in Q1 2023. 44 funds tracked by Wall St. Rank hold ACES as of Q4 2024.

  • Truist Financial reported no remaining ALPS Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Truist Financial sold 26,309 ALPS Clean Energy ETF shares in Q4 2024, an estimated $774K.
  • Truist Financial first reported a position in ALPS Clean Energy ETF in Q2 2020 and held it in 18 quarters.
  • Truist Financial's ALPS Clean Energy ETF position peaked at $1.3M in Q1 2023.
  • 44 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q4 2024.

Based on Truist Financial's 13F filing for Q4 2024, filed 31 Jan 2025.