Bernard Wealth Management’s VanEck Social Sentiment ETF BUZZ Stock Holding History

Bernard Wealth Management’s Portfolio BUZZ Stock Details BUZZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-100	Closed	-$2.88K	–	331
2026 Q1	$2.88K	Hold	100	–	–	﹤0.01%	271
2025 Q4	$3.25K	Hold	100	–	–	﹤0.01%	263
2025 Q3	$3.6K	Hold	100	–	–	﹤0.01%	250
2025 Q2	$3.03K	Hold	100	–	–	﹤0.01%	251
2025 Q1	$2.23K	Hold	100	–	–	﹤0.01%	301
2024 Q4	$2.49K	Buy	+100	New	+$2.39K	﹤0.01%	261

Other funds holding BUZZ

Goldman Sachs New York $1.15T AUM 47.82% 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

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

PAG

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

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

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Bernard Wealth Management's BUZZ Position: Q2 2026 in Review

Bernard Wealth Management sold out of VanEck Social Sentiment ETF (BUZZ) in Q2 2026, closing a stake of 100 shares — an estimated $2.88K sold.

Bernard Wealth Management first reported a position in BUZZ in Q4 2024 and held it in 6 quarters. The position peaked at $3.6K in Q3 2025. 61 funds tracked by Wall St. Rank hold BUZZ as of Q2 2026.

Bernard Wealth Management reported no remaining VanEck Social Sentiment ETF position as of Q2 2026 after selling out during the quarter.
Bernard Wealth Management sold 100 VanEck Social Sentiment ETF shares in Q2 2026, an estimated $2.88K.
Bernard Wealth Management first reported a position in VanEck Social Sentiment ETF in Q4 2024 and held it in 6 quarters.
Bernard Wealth Management's VanEck Social Sentiment ETF position peaked at $3.6K in Q3 2025.
61 funds tracked by Wall St. Rank held VanEck Social Sentiment ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.