BA
GENZ

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

Bellwether 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
2021
Q3 		– Sell
-462
Closed -$24K – 550
2021
Q2 		$24K Buy
+462
New +$25K 0.01% 209

Other funds holding GENZ

JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SHWM
Silicon Hills Wealth Management Austin, Texas $177M AUM 13.62% 1-Year Est. Return

Bellwether Advisors's GENZ Position: Q3 2021 in Review

Bellwether Advisors sold out of VanEck Digital Native Economy ETF (GENZ) in Q3 2021, closing a stake of 462 shares — an estimated $24K sold.

Bellwether Advisors first reported a position in GENZ in Q2 2021 and held it in 1 quarter. The position peaked at $24K in Q2 2021. 46 funds tracked by Wall St. Rank hold GENZ as of Q3 2021.

  • Bellwether Advisors reported no remaining VanEck Digital Native Economy ETF position as of Q3 2021 after selling out during the quarter.
  • Bellwether Advisors sold 462 VanEck Digital Native Economy ETF shares in Q3 2021, an estimated $24K.
  • Bellwether Advisors first reported a position in VanEck Digital Native Economy ETF in Q2 2021 and held it in 1 quarter.
  • Bellwether Advisors's VanEck Digital Native Economy ETF position peaked at $24K in Q2 2021.
  • 46 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q3 2021.

Based on Bellwether Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.