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VisionPoint Advisory Group’s ALPS Clean Energy ETF ACES Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-190
Closed -$5.35K – 250
2024
Q2 		$5.35K Buy
190
+16
+9% +$465 ﹤0.01% 548
2024
Q1 		$5.16K Buy
174
+18
+12% +$543 ﹤0.01% 536
2023
Q4 		$5.6K Buy
+156
New +$5.06K ﹤0.01% 478
2023
Q3 		– Sell
-118
Closed -$5.33K – 701
2023
Q2 		$5.33K Buy
+118
New +$5.15K ﹤0.01% 445

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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

VisionPoint Advisory Group's ACES Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of ALPS Clean Energy ETF (ACES) in Q3 2024, closing a stake of 190 shares — an estimated $5.35K sold.

VisionPoint Advisory Group first reported a position in ACES in Q2 2023 and held it in 4 quarters. The position peaked at $5.6K in Q4 2023. 52 funds tracked by Wall St. Rank hold ACES as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining ALPS Clean Energy ETF position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 190 ALPS Clean Energy ETF shares in Q3 2024, an estimated $5.35K.
  • VisionPoint Advisory Group first reported a position in ALPS Clean Energy ETF in Q2 2023 and held it in 4 quarters.
  • VisionPoint Advisory Group's ALPS Clean Energy ETF position peaked at $5.6K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.