Steward Partners Investment Advisory, LLC
Position in ACES — ALPS Clean Energy ETF
CIK 1723397
STAMFORD, CT
Position in ACES
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,699
+$579 QoQ
Shares Held
302
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 29 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ACES Over Time
Shares Held
Position Value (USD)
All Filings in ACES
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,699 | 302 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,120 | 302 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $9,790 | 302 | Shares | Sole | 2026-02-12 | |
| 2024-09-30 | $3,058 | 104 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,279 | 223 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,974 | 235 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,123 | 282 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $12,214 | 334 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $665,953 | 14,740 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $685,402 | 14,743 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $695,041 | 15,279 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $718,614 | 12,948 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $733,724 | 15,091 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,343,650 | 21,220 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,286,528 | 20,055 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,281,264 | 19,372 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,188,251 | 15,672 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $11,704 | 150 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||