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Wealthspire Advisors (New York)’s ALPS Clean Energy ETF ACES Stock Holding History

Wealthspire Advisors (New York)’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
2021
Q3 		– Sell
-2,915
Closed -$221K – 578
2021
Q2 		$221K Buy
+2,915
New +$208K 0.01% 339

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

Wealthspire Advisors (New York)'s ACES Position: Q3 2021 in Review

Wealthspire Advisors (New York) sold out of ALPS Clean Energy ETF (ACES) in Q3 2021, closing a stake of 2,915 shares — an estimated $221K sold.

Wealthspire Advisors (New York) first reported a position in ACES in Q2 2021 and held it in 1 quarter. The position peaked at $221K in Q2 2021. 83 funds tracked by Wall St. Rank hold ACES as of Q3 2021.

  • Wealthspire Advisors (New York) reported no remaining ALPS Clean Energy ETF position as of Q3 2021 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,915 ALPS Clean Energy ETF shares in Q3 2021, an estimated $221K.
  • Wealthspire Advisors (New York) first reported a position in ALPS Clean Energy ETF in Q2 2021 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s ALPS Clean Energy ETF position peaked at $221K in Q2 2021.
  • 83 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q3 2021.

Based on Wealthspire Advisors (New York)'s 13F filing for Q3 2021, filed 15 Nov 2021.