Sowell Financial Services LLC Alps ETF Tr Clean Energy ETF Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$61.84 - $78.24 $208,895 - $264,294	-3,378 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$70.86 - $100.32 $23,808 - $33,707	336 Added 11.05%	3,378 $227,000
Q4 2020 Jan 13, 2021	SELL	$55.21 - $80.15 $6,680 - $9,698	-121 Reduced 3.83%	3,042 $244,000
Q3 2020 Nov 12, 2020	SELL	$39.33 - $55.43 $25,721 - $36,251	-654 Reduced 17.13%	3,163 $175,000
Q2 2020 Aug 13, 2020	SELL	$26.65 - $39.82 $11,326 - $16,923	-425 Reduced 10.02%	3,817 $149,000
Q1 2020 May 12, 2020	BUY	$24.46 - $43.52 $1,932 - $3,438	79 Added 1.9%	4,242 $122,000
Q4 2019 Feb 07, 2020	BUY	$30.08 - $34.21 $150 - $171	5 Added 0.12%	4,163 $140,000
Q3 2019 Nov 14, 2019	BUY	$29.85 - $32.11 $124,116 - $133,513	4,158 New	4,158 $129,000

Others Institutions Holding ACES

# of Institutions

55

Shares Held

5.77M

Call Options Held

0

Put Options Held

0

Cibc Private Wealth Group, LLC

3.15M
Shares

$86.3 Million
0.17% of portfolio
International Assets Investment Management, LLC Orlando, FL

1.63M
Shares

$44.7 Million
0.1% of portfolio
Northwestern Mutual Wealth Management CO

248K
Shares

$6.8 Million
0.01% of portfolio
Morgan Stanley New York, NY

83K
Shares

$2.27 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

80.9K
Shares

$2.22 Million
0.0% of portfolio

About ALPS ETF TR CLEAN ENERGY ETF

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