Wealth Enhancement Advisory Services
ACES icon

Wealth Enhancement Advisory Services’s ALPS Clean Energy ETF ACES Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		– Sell
-9,792
Closed -$291K – 2618
2024
Q1 		$291K Sell
9,792
-50
-0.5% -$1.51K ﹤0.01% 1940
2023
Q4 		$353K Sell
9,842
-11,448
-54% -$371K ﹤0.01% 1712
2023
Q3 		$779K Buy
+21,290
New +$918K ﹤0.01% 1200

Other funds holding ACES

CIBC Private Wealth Group
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services's ACES Position: Q2 2024 in Review

Wealth Enhancement Advisory Services sold out of ALPS Clean Energy ETF (ACES) in Q2 2024, closing a stake of 9,792 shares — an estimated $291K sold.

Wealth Enhancement Advisory Services first reported a position in ACES in Q3 2023 and held it in 3 quarters. The position peaked at $779K in Q3 2023. 57 funds tracked by Wall St. Rank hold ACES as of Q2 2024.

  • Wealth Enhancement Advisory Services reported no remaining ALPS Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 9,792 ALPS Clean Energy ETF shares in Q2 2024, an estimated $291K.
  • Wealth Enhancement Advisory Services first reported a position in ALPS Clean Energy ETF in Q3 2023 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's ALPS Clean Energy ETF position peaked at $779K in Q3 2023.
  • 57 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2024, filed 16 Jul 2024.