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

Aspire 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
2024 Q3	$44.1K	Hold	992	–	–	0.02%	143
2024 Q2	$40K	Hold	992	–	–	0.02%	136
2024 Q1	$42.5K	Hold	992	–	–	0.03%	136
2023 Q4	$41.9K	Buy	992 +17	+2%	+$677	0.03%	128
2023 Q3	$38.7K	Hold	975	–	–	0.03%	124
2023 Q2	$43.6K	Hold	975	–	–	0.03%	124
2023 Q1	$43.3K	Hold	975	–	–	0.04%	125
2022 Q4	$37.6K	Buy	+975	New	+$36.2K	0.03%	123

Other funds holding GENZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Aspire Wealth Management's GENZ Position: Q3 2024 in Review

Aspire Wealth Management held its VanEck Digital Native Economy ETF (GENZ) position steady in Q3 2024 at 992 shares worth $44.1K. The position accounts for 0.02% of the portfolio, ranked #143.

Aspire Wealth Management first reported a position in GENZ in Q4 2022 and has held it in 8 quarters since. 30 funds tracked by Wall St. Rank hold GENZ as of Q3 2024.

Aspire Wealth Management held 992 shares of VanEck Digital Native Economy ETF worth $44.1K as of Q3 2024.
Aspire Wealth Management left its VanEck Digital Native Economy ETF share count unchanged in Q3 2024.
VanEck Digital Native Economy ETF made up 0.02% of Aspire Wealth Management's portfolio in Q3 2024, its #143 holding.
Aspire Wealth Management first reported a position in VanEck Digital Native Economy ETF in Q4 2022 and has held it in 8 quarters since.
30 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.