AssetMark Inc’s VanEck Low Carbon Energy ETF SMOG Stock Holding History

AssetMark Inc’s Portfolio SMOG Stock Details SMOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.75K	Buy	12 +10	+500%	+$1.49K	﹤0.01%	3003
2026 Q1	$278	Hold	2	–	–	﹤0.01%	3281
2025 Q4	$259	Hold	2	–	–	﹤0.01%	3220
2025 Q3	$254	Hold	2	–	–	﹤0.01%	3032
2025 Q2	$220	Sell	2 -151	-99%	-$15.9K	﹤0.01%	2866
2025 Q1	$15.5K	Sell	153 -317	-67%	-$31.9K	﹤0.01%	1756
2024 Q4	$46.4K	Sell	470 -5,385	-92%	-$559K	﹤0.01%	1446
2024 Q3	$657K	Buy	5,855 +466	+9%	+$48K	﹤0.01%	852
2024 Q2	$519K	Sell	5,389 -1,562	-22%	-$155K	﹤0.01%	870
2024 Q1	$683K	Buy	6,951 +2,063	+42%	+$202K	﹤0.01%	787
2023 Q4	$541K	Buy	4,888 +2,443	+100%	+$250K	﹤0.01%	785
2023 Q3	$256K	Buy	+2,445	New	+$288K	﹤0.01%	834

Other funds holding SMOG

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

LWM

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc's SMOG Position: Q2 2026 in Review

AssetMark Inc increased its VanEck Low Carbon Energy ETF (SMOG) stake by 500% in Q2 2026, buying an estimated $1.49K and bringing the position to 12 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #3003.

AssetMark Inc first reported a position in SMOG in Q3 2023 and has held it in 12 quarters since. The position peaked at $683K in Q1 2024. 28 funds tracked by Wall St. Rank hold SMOG as of Q2 2026.

AssetMark Inc held 12 shares of VanEck Low Carbon Energy ETF worth $1.75K as of Q2 2026.
AssetMark Inc bought 10 VanEck Low Carbon Energy ETF shares in Q2 2026, an estimated $1.49K.
VanEck Low Carbon Energy ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3003 holding.
AssetMark Inc first reported a position in VanEck Low Carbon Energy ETF in Q3 2023 and has held it in 12 quarters since.
AssetMark Inc's VanEck Low Carbon Energy ETF position peaked at $683K in Q1 2024.
28 funds tracked by Wall St. Rank held VanEck Low Carbon Energy ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.