Skip to main content

PlanVest Financial, Inc

Position in ACES — ALPS Clean Energy ETF

CIK 2135239 GAITHERSBURG, MD

Position in ACES

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$3,543
+$192 QoQ
Shares Held
100
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#30
of 39 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ACES Over Time

Shares Held

Position Value (USD)

All Filings in ACES

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,543 100
2026-03-31 $3,351 100