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ALPS Clean Energy(ACES)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ACES
09/24/2026: ACES (1-star) is currently NOT-A-BUY. Pass it for now.
ACES offers targeted exposure to North American clean energy companies, covering the entire value chain from power generation to grid infrastructure. Its main strengths include a well-defined geographic focus and exposure to the secular energy transition, though investors must be prepared for the high volatility characteristic of the sector. It serves best as a satellite holding in a diversified portfolio for those looking for growth in renewable technologies. Key risks include heavy reliance on interest rates, regulatory stability, and company-specific valuation multiples. It is most suitable for long-term growth investors who can withstand market cycles and prioritize thematic alignment over broad market stability.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund provides exposure to high-growth areas within the energy sector that are expected to expand significantly over the long term. |
| Momentum investor | Strong fit while signal remains positive | Clean energy stocks often exhibit high momentum characteristics during favorable policy or interest rate environments. |
| Value investor | Weak fit | Many holdings in this sector trade at high valuation multiples, making them less suitable for traditional value-oriented strategies. |
| Dividend/Income investor | Weak fit | The focus on growth means that most companies in the portfolio prioritize reinvesting earnings rather than paying dividends. |
| Low-risk investor | Weak fit | The inherent volatility of the renewable energy sector and regulatory dependence makes this a high-risk investment. |
Investor Profile
Ideal Investor Profile
Investors seeking thematic growth who have a high tolerance for risk and a long-term time horizon for the transition to renewable energy.
Suitability
Best for long-term thematic investors; active traders may use it to play short-term policy or sector trends.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The clean energy sector is known for large price swings driven by policy shifts and speculative interest. |
| Market risk | High | Equity investments are subject to broad market downturns regardless of sector-specific growth. |
| Concentration | Medium / high | As a thematic ETF, it is restricted to the energy sector, lacking the diversification of a total market fund. |
| Tracking/expense | Low | The fund generally tracks its index well, with an expense ratio that is standard for thematic products. |
| Liquidity | Medium | Lower trading volumes compared to broad ETFs can result in larger spreads during market stress. |
| Business/sector quality | Medium / high | The portfolio contains many early-stage companies that may not yet be consistently profitable. |
Risk Analysis
Volatility
ACES exhibits high volatility, often exceeding that of broader market indices like the S&P 500, due to its specialized sector focus.
Market Risk
Risks include interest rate sensitivity, reliance on government policy, and the speculative nature of growth-stage companies in the energy transition.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Renewable Energy Equipment and Services | 45 | This component captures the manufacturing and infrastructure side of the clean energy transition. |
| Sector | Clean Energy Generation (Solar, Wind, Hydro) | 35 | This represents the direct power generation capacity from renewable sources. |
| Sector | Energy Storage and Smart Grid Technology | 15 | These holdings focus on the technology required to stabilize and manage modern electrical grids. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Small cash reserves are maintained for liquidity and operational purposes. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type ETF | Historic Profit -4.3% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/24/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 24, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $106.35M |
| Issuer | ALPS |
| Expense Ratio | 0.5499999999999999% |
| Distribution Yield | 0.74% |
| Inception | Jun 27, 2018 |
| Index Tracked | CIBC Atlas Clean Energy Index |
Performance
| Period | Total Return |
|---|---|
| YTD | -9.31% |
| 1 Year | -5.27% |
| 3 Year | -7.77% |
| 5 Year | -14.57% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 35.4% |
| 3Y Volatility | 32.54% |
| 3Y Sharpe Ratio | -0.28 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Small Cap | 37.53% |
| Micro Cap | 33.06% |
| Mid Cap | 19.17% |
| Mega Cap | 5.11% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 25.65% |
| Utilities | 25.34% |
| Industrials | 16.18% |
| Consumer Cyclicals | 11.34% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 14.68x |
| Portfolio P/B | 2.02x |
| Portfolio P/S | 1.45x |
| Holdings Turnover | 38.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Northland Power | 5.43% |
| Tesla | 5.14% |
| Nextpower | 5.05% |
| Itron | 4.99% |
| Clearway Energy Class C | 4.98% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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