Tyler-Stone Wealth Management’s ALPS Clean Energy ETF ACES Stock Holding History

Tyler-Stone 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
2023 Q4	–	Sell	-100	Closed	-$4K	–	953
2023 Q3	$4K	Hold	100	–	–	﹤0.01%	730
2023 Q2	$5K	Buy	+100	New	+$4.37K	﹤0.01%	690
2022 Q4	$5K	Hold	100	–	–	﹤0.01%	644
2022 Q3	$6K	Hold	100	–	–	﹤0.01%	610
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	653
2022 Q1	$6K	Sell	100 -100	-50%	-$5.64K	﹤0.01%	635
2021 Q4	$13K	Buy	+200	New	+$14.3K	0.01%	554

Other funds holding ACES

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

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

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

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

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Tyler-Stone Wealth Management's ACES Position: Q4 2023 in Review

Tyler-Stone Wealth Management sold out of ALPS Clean Energy ETF (ACES) in Q4 2023, closing a stake of 100 shares — an estimated $4K sold.

Tyler-Stone Wealth Management first reported a position in ACES in Q4 2021 and held it in 7 quarters. The position peaked at $13K in Q4 2021. 66 funds tracked by Wall St. Rank hold ACES as of Q4 2023.

Tyler-Stone Wealth Management reported no remaining ALPS Clean Energy ETF position as of Q4 2023 after selling out during the quarter.
Tyler-Stone Wealth Management sold 100 ALPS Clean Energy ETF shares in Q4 2023, an estimated $4K.
Tyler-Stone Wealth Management first reported a position in ALPS Clean Energy ETF in Q4 2021 and held it in 7 quarters.
Tyler-Stone Wealth Management's ALPS Clean Energy ETF position peaked at $13K in Q4 2021.
66 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q4 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.