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Waystone Advisors’s ALPS Clean Energy ETF ACES Stock Holding History

Waystone 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
2026
Q2 		$645K Buy
18,204
+1,175
+7% +$43K 0.48% 50
2026
Q1 		$571K Buy
17,029
+4,437
+35% +$153K 0.51% 45
2025
Q4 		$408K Buy
+12,592
New +$427K 0.35% 66

Other funds holding ACES

CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waystone Advisors's ACES Position: Q2 2026 in Review

Waystone Advisors increased its ALPS Clean Energy ETF (ACES) stake by 6.9% in Q2 2026, buying an estimated $43K and bringing the position to 18,204 shares worth $645K. The position accounts for 0.48% of the portfolio, ranked #50.

Waystone Advisors first reported a position in ACES in Q4 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold ACES as of Q2 2026.

  • Waystone Advisors held 18,204 shares of ALPS Clean Energy ETF worth $645K as of Q2 2026.
  • Waystone Advisors bought 1,175 ALPS Clean Energy ETF shares in Q2 2026, an estimated $43K.
  • ALPS Clean Energy ETF made up 0.48% of Waystone Advisors's portfolio in Q2 2026, its #50 holding.
  • Waystone Advisors first reported a position in ALPS Clean Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2026.

Based on Waystone Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.