Westside Investment Management, Inc. Alps ETF Tr Clean Energy ETF Transaction History

Westside Investment Management, Inc.

$470 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 14, 2023	SELL	$40.32 - $46.57 $332,438 - $383,969	-8,245 Reduced 95.37%	400 $18.1 Million
Q1 2023 May 17, 2023	BUY	$42.88 - $54.21 $12,864 - $16,263	300 Added 3.59%	8,645 $400 Million
Q4 2022 Jan 31, 2023	BUY	$44.13 - $59.18 $4,413 - $5,918	100 Added 1.21%	8,345 $75.4 Million
Q3 2022 Nov 09, 2022	SELL	$48.84 - $67.34 $49,328 - $68,013	-1,010 Reduced 10.91%	8,245 $91.9 Million
Q2 2022 Jul 15, 2022	BUY	$43.79 - $65.05 $8,758 - $13,010	200 Added 2.21%	9,255 $449,000
Q1 2022 Apr 25, 2022	BUY	$48.6 - $65.5 $142,884 - $192,570	2,940 Added 48.08%	9,055 $573,000
Q4 2021 Feb 15, 2022	BUY	$61.41 - $81.83 $21,493 - $28,640	350 Added 6.07%	6,115 $392,000
Q3 2021 Oct 27, 2021	BUY	$65.61 - $75.33 $9,841 - $11,299	150 Added 2.67%	5,765 $381,000
Q2 2021 Jul 28, 2021	SELL	$61.84 - $78.24 $35,867 - $45,379	-580 Reduced 9.36%	5,615 $425,000
Q1 2021 Apr 14, 2021	BUY	$70.86 - $100.32 $435,434 - $616,466	6,145 Added 12290.0%	6,195 $483,000
Q4 2020 Jan 15, 2021	BUY	$55.21 - $80.15 $2,760 - $4,007	50 New	50 $4,000

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

Ticker ACES
Sector ETFs
Industry ETFs

More about ACES

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Westside Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Westside Investment Management, Inc. with notifications on news.