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WealthPLAN Partners’s ALPS Clean Energy ETF ACES Stock Holding History

WealthPLAN Partners’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
Q3
– Sell
-49
Closed -$2.21K – 321
2023
Q2
$2.21K Hold
49
– – ﹤0.01% 1065
2023
Q1
$2.28K Buy
+49
New +$2.37K ﹤0.01% 1113

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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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