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Balboa Wealth Partners’s VanEck Digital Transformation ETF DAPP Stock Holding History

Balboa Wealth Partners’s Portfolio DAPP Stock Details DAPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-18,822
Closed -$270K – 339
2024
Q4 		$270K Buy
+18,822
New +$293K 0.06% 228
2024
Q1 		– Sell
-11,667
Closed -$120K – 299
2023
Q4 		$120K Buy
+11,667
New +$80.1K 0.04% 223

Other funds holding DAPP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
KWM
Kiker Wealth Management Jasper, Georgia $209M AUM 42.46% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Balboa Wealth Partners's DAPP Position: Q1 2025 in Review

Balboa Wealth Partners sold out of VanEck Digital Transformation ETF (DAPP) in Q1 2025, closing a stake of 18,822 shares — an estimated $270K sold.

Balboa Wealth Partners first reported a position in DAPP in Q4 2023 and held it in 2 quarters. The position peaked at $270K in Q4 2024. 51 funds tracked by Wall St. Rank hold DAPP as of Q1 2025.

  • Balboa Wealth Partners reported no remaining VanEck Digital Transformation ETF position as of Q1 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 18,822 VanEck Digital Transformation ETF shares in Q1 2025, an estimated $270K.
  • Balboa Wealth Partners first reported a position in VanEck Digital Transformation ETF in Q4 2023 and held it in 2 quarters.
  • Balboa Wealth Partners's VanEck Digital Transformation ETF position peaked at $270K in Q4 2024.
  • 51 funds tracked by Wall St. Rank held VanEck Digital Transformation ETF as of Q1 2025.

Based on Balboa Wealth Partners's 13F filing for Q1 2025, filed 23 Apr 2025.