Ownership history in CWM, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which CWM, LLC reported a position in ALPS ETF TR (ACES). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 22 | -2,134 | -99.0% | 0.00% | $1K | $31.84 |
| 2024 Q3 | ADDED | 2,156 | +2,106 | +4212.0% | 0.00% | $63K | $29.06 |
| 2024 Q2 | UNCHANGED | 50 | — | 0% | 0.00% | $1K | $27.73 |
| 2024 Q1 | UNCHANGED | 50 | — | 0% | 0.00% | $1K | $29.15 |
| 2023 Q4 | UNCHANGED | 50 | — | 0% | 0.00% | $2K | $35.25 |
| 2023 Q3 | UNCHANGED | 50 | — | 0% | 0.00% | $2K | $35.73 |
| 2023 Q2 | UNCHANGED | 50 | — | 0% | 0.00% | $2K | $43.99 |
| 2023 Q1 | UNCHANGED | 50 | — | 0% | 0.00% | $2K | $45.12 |
| 2022 Q4 | UNCHANGED | 50 | — | 0% | 0.00% | $2K | $44.09 |
| 2022 Q3 | UNCHANGED | 50 | — | 0% | 0.00% | $3K | $53.62 |
As of 2025 Q4 — sorted by position size