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Alps Etf Tr clean energy shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Alps Etf Tr clean energy (ACES) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors 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 MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Alps Etf Tr clean energy by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6k 50 31.94
2025-06-30 $1.3k 50 25.80
2025-03-31 $1.1k 50 22.92
2024-12-31 $1.3k 50 26.04
2024-06-30 $210k 7.5k 28.16

More positions owned by MAI Wealth Advisors

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Alps Etf Tr clean energy

Atlantic Trust
Wealthfront Advisers
Millennium Management
Money Design
Goldman Sachs Group
D. E. Shaw & Co
Morgan Stanley
Colony
UBS Group
LPL Financial
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Susquehanna International
Jane Street
Trillium Asset Management Corporation

View all funds holding Alps Etf Tr clean energy