LPL Financial LLC

Position in ACES — ALPS Clean Energy ETF

CIK 1403438 FORT MILL, SC

Position in ACES

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$676,834

+$47,368 QoQ

Shares Held

20,198

+4.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$676,834	20,198	+4.0%	Shares	Sole	2026-05-06
2025-12-31	$629,466	19,416	-16.5%	Shares	Sole	2026-02-11
2025-09-30	$743,020	23,263	-17.6%	Shares	Sole	2025-11-12
2025-06-30	$728,230	28,226	-3.1%	Shares	Sole	2025-08-12
2025-03-31	$667,567	29,126	-7.3%	Shares	Sole	2025-05-07
2024-12-31	$817,786	31,405	-24.9%	Shares	Sole	2025-02-11
2024-09-30	$1,229,661	41,811	-12.3%	Shares	Sole	2024-11-08
2024-06-30	$1,342,640	47,679	-3.2%	Shares	Sole	2024-08-07
2024-03-31	$1,461,413	49,239	-14.7%	Shares	Sole	2024-05-10
2023-12-31	$2,071,178	57,693	+12.9%	Shares	Sole	2024-02-14
2023-09-30	$1,868,800	51,102	-4.0%	Shares	Sole	2023-11-13
2023-06-30	$2,405,292	53,238	-7.9%	Shares	Sole	2023-07-31
2023-03-31	$2,688,144	57,822	-0.6%	Shares	Sole	2023-05-10
2022-12-31	$2,646,016	58,167	-9.1%	Shares	Sole	2023-02-07
2022-09-30	$3,551,500	63,991	-3.5%	Shares	Sole	2022-11-14
2022-06-30	$3,224,624	66,323	-18.2%	Shares	Sole	2022-08-12
2022-03-31	$5,136,265	81,116	-44.5%	Shares	Sole	2022-05-16
2021-12-31	$9,380,141	146,222	-0.3%	Shares	Sole	2022-02-14
2021-09-30	$9,700,290	146,663	+9.1%	Shares	Sole	2021-11-15
2021-06-30	$10,193,771	134,447	+4.8%	Shares	Sole	2021-08-13
2021-03-31	$10,014,994	128,348	+115.5%	Shares	Sole	2021-05-14
2020-12-31	$4,772,772	59,548	+748.3%	Shares	Sole	2021-02-12
2020-09-30	$389,118	7,020	—	Shares	Sole	2020-11-09
No filing history on record for this holder in this stock.