Cassaday & Co Wealth Management »

Alps Etf Tr clean energy shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Alps Etf Tr clean energy (ACES) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Alps Etf Tr clean energy

Tip: Access up to 7 years of quarterly data

All positions including Alps Etf Tr clean energy held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Alps Etf Tr clean energy by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $671 20 33.55

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Select Sector Spdr Tr State Street Rea (XLRE)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Barclays Bank Djubs Cmdt Etn36 (DJP)

View all positions for Cassaday & Co Wealth Management

Top funds holding Alps Etf Tr clean energy

CIBC Bancorp USA
Atlantic Trust
Goldman Sachs Group
Wealthfront Advisers
Bank of America Corporation
Gts Securities
Jane Street
D. E. Shaw & Co
Colony
Susquehanna International
Citadel Advisors
Northwestern Mutual Wealth Management Company
LPL Financial
Morgan Stanley
Waystone Advisors

View all funds holding Alps Etf Tr clean energy