Beacon Pointe Advisors’s VanEck Digital Native Economy ETF GENZ Stock Holding History

Beacon Pointe Advisors’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	-10,548	Closed	-$420K	–	1056
2022 Q1	$420K	Sell	10,548 -3,200	-23%	-$133K	0.01%	857
2021 Q4	$611K	Buy	13,748 +2,435	+22%	+$114K	0.02%	501
2021 Q3	$549K	Buy	+11,313	New	+$565K	0.01%	522

Other funds holding GENZ

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Beacon Pointe Advisors's GENZ Position: Q2 2022 in Review

Beacon Pointe Advisors sold out of VanEck Digital Native Economy ETF (GENZ) in Q2 2022, closing a stake of 10,548 shares — an estimated $420K sold.

Beacon Pointe Advisors first reported a position in GENZ in Q3 2021 and held it in 3 quarters. The position peaked at $611K in Q4 2021. 38 funds tracked by Wall St. Rank hold GENZ as of Q2 2022.

Beacon Pointe Advisors reported no remaining VanEck Digital Native Economy ETF position as of Q2 2022 after selling out during the quarter.
Beacon Pointe Advisors sold 10,548 VanEck Digital Native Economy ETF shares in Q2 2022, an estimated $420K.
Beacon Pointe Advisors first reported a position in VanEck Digital Native Economy ETF in Q3 2021 and held it in 3 quarters.
Beacon Pointe Advisors's VanEck Digital Native Economy ETF position peaked at $611K in Q4 2021.
38 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q2 2022.

Based on Beacon Pointe Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.