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Van Hulzen Asset Management’s ALPS Clean Energy ETF ACES Stock Holding History

Van Hulzen Asset 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
2025
Q1 		– Sell
-225
Closed -$5.86K – 320
2024
Q4 		$5.86K Buy
+225
New +$6.22K ﹤0.01% 832

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Van Hulzen Asset Management's ACES Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of ALPS Clean Energy ETF (ACES) in Q1 2025, closing a stake of 225 shares — an estimated $5.86K sold.

Van Hulzen Asset Management first reported a position in ACES in Q4 2024 and held it in 1 quarter. The position peaked at $5.86K in Q4 2024. 42 funds tracked by Wall St. Rank hold ACES as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining ALPS Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 225 ALPS Clean Energy ETF shares in Q1 2025, an estimated $5.86K.
  • Van Hulzen Asset Management first reported a position in ALPS Clean Energy ETF in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's ALPS Clean Energy ETF position peaked at $5.86K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.