AWM
GENZ

AE Wealth Management’s VanEck Digital Native Economy ETF GENZ Stock Holding History

AE Wealth Management’s Portfolio GENZ Stock Details GENZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-27,329
Closed -$1.09M – 1724
2022
Q1 		$1.09M Buy
+27,329
New +$1.13M 0.01% 889

Other funds holding GENZ

CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LSA
Lion Street Advisors Austin, Texas $289M AUM 3.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AE Wealth Management's GENZ Position: Q2 2022 in Review

AE Wealth Management sold out of VanEck Digital Native Economy ETF (GENZ) in Q2 2022, closing a stake of 27,329 shares — an estimated $1.09M sold.

AE Wealth Management first reported a position in GENZ in Q1 2022 and held it in 1 quarter. The position peaked at $1.09M in Q1 2022. 38 funds tracked by Wall St. Rank hold GENZ as of Q2 2022.

  • AE Wealth Management reported no remaining VanEck Digital Native Economy ETF position as of Q2 2022 after selling out during the quarter.
  • AE Wealth Management sold 27,329 VanEck Digital Native Economy ETF shares in Q2 2022, an estimated $1.09M.
  • AE Wealth Management first reported a position in VanEck Digital Native Economy ETF in Q1 2022 and held it in 1 quarter.
  • AE Wealth Management's VanEck Digital Native Economy ETF position peaked at $1.09M in Q1 2022.
  • 38 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q2 2022.

Based on AE Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.