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Ulland Investment Advisors’s ALPS Clean Energy ETF ACES Stock Holding History

Ulland Investment 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
-1,795
Closed -$66K – 202
2023
Q3 		$66K Sell
1,795
-1,020
-36% -$44K 0.07% 88
2023
Q2 		$127K Sell
2,815
-6,150
-69% -$269K 0.13% 68
2023
Q1 		$417K Sell
8,965
-1,540
-15% -$74.4K 0.49% 39
2022
Q4 		$478K Sell
10,505
-990
-9% -$51.8K 0.57% 37
2022
Q3 		$638K Buy
11,495
+10,195
+784% +$604K 0.7% 35
2022
Q2 		$63K Hold
1,300
– – 0.06% 90
2022
Q1 		$82K Buy
+1,300
New +$73.3K 0.06% 86

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 $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
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

Ulland Investment Advisors's ACES Position: Q4 2023 in Review

Ulland Investment Advisors sold out of ALPS Clean Energy ETF (ACES) in Q4 2023, closing a stake of 1,795 shares — an estimated $66K sold.

Ulland Investment Advisors first reported a position in ACES in Q1 2022 and held it in 7 quarters. The position peaked at $638K in Q3 2022. 66 funds tracked by Wall St. Rank hold ACES as of Q4 2023.

  • Ulland Investment Advisors reported no remaining ALPS Clean Energy ETF position as of Q4 2023 after selling out during the quarter.
  • Ulland Investment Advisors sold 1,795 ALPS Clean Energy ETF shares in Q4 2023, an estimated $66K.
  • Ulland Investment Advisors first reported a position in ALPS Clean Energy ETF in Q1 2022 and held it in 7 quarters.
  • Ulland Investment Advisors's ALPS Clean Energy ETF position peaked at $638K in Q3 2022.
  • 66 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q4 2023.

Based on Ulland Investment Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.