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Westside Investment Management’s ALPS Clean Energy ETF ACES Stock Holding History

Westside Investment Management’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
-400
Closed -$11.9K – 984
2024
Q1 		$11.9K Hold
400
– – ﹤0.01% 598
2023
Q4 		$14.4K Hold
400
– – ﹤0.01% 543
2023
Q3 		$14.6K Hold
400
– – ﹤0.01% 529
2023
Q2 		$18.1K Sell
400
-8,245
-95% -$360K 0.01% 501
2023
Q1 		$400K Buy
8,645
+300
+4% +$14.5K 0.12% 149
2022
Q4 		$75.4K Buy
8,345
+100
+1% +$5.23K 0.19% 105
2022
Q3 		$91.9K Sell
8,245
-1,010
-11% -$59.9K 0.22% 96
2022
Q2 		$87.7K Buy
9,255
+200
+2% +$10.5K 0.2% 100
2022
Q1 		$97K Buy
9,055
+2,940
+48% +$166K 0.21% 97
2021
Q4 		$64.2K Buy
6,115
+350
+6% +$25.1K 0.15% 110
2021
Q3 		$66.2K Buy
5,765
+150
+3% +$10.5K 0.15% 107
2021
Q2 		$75.8K Sell
5,615
-580
-9% -$41.4K 0.18% 97
2021
Q1 		$78K Buy
6,195
+6,145
+12,290% +$533K 0.21% 88
2020
Q4 		$4 Buy
+50
New +$3.27K ﹤0.01% 568

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
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

Westside Investment Management's ACES Position: Q2 2024 in Review

Westside Investment Management sold out of ALPS Clean Energy ETF (ACES) in Q2 2024, closing a stake of 400 shares — an estimated $11.9K sold.

Westside Investment Management first reported a position in ACES in Q4 2020 and held it in 14 quarters. The position peaked at $400K in Q1 2023. 57 funds tracked by Wall St. Rank hold ACES as of Q2 2024.

  • Westside Investment Management reported no remaining ALPS Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Westside Investment Management sold 400 ALPS Clean Energy ETF shares in Q2 2024, an estimated $11.9K.
  • Westside Investment Management first reported a position in ALPS Clean Energy ETF in Q4 2020 and held it in 14 quarters.
  • Westside Investment Management's ALPS Clean Energy ETF position peaked at $400K in Q1 2023.
  • 57 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2024.

Based on Westside Investment Management's 13F filing for Q2 2024, filed 17 Jul 2024.