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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

Other funds holding ACES

CIBC Private Wealth Group
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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

WealthPLAN Partners's ACES Position: Q3 2023 in Review

WealthPLAN Partners sold out of ALPS Clean Energy ETF (ACES) in Q3 2023, closing a stake of 49 shares — an estimated $2.21K sold.

WealthPLAN Partners first reported a position in ACES in Q1 2023 and held it in 2 quarters. The position peaked at $2.28K in Q1 2023. 64 funds tracked by Wall St. Rank hold ACES as of Q3 2023.

  • WealthPLAN Partners reported no remaining ALPS Clean Energy ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 49 ALPS Clean Energy ETF shares in Q3 2023, an estimated $2.21K.
  • WealthPLAN Partners first reported a position in ALPS Clean Energy ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's ALPS Clean Energy ETF position peaked at $2.28K in Q1 2023.
  • 64 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.