Cambridge Investment Research Advisors’s VanEck Digital Native Economy ETF GENZ Stock Holding History

Cambridge Investment Research 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
2023 Q4	–	Sell	-5,226	Closed	-$208K	–	3197
2023 Q3	$208K	Sell	5,226 -491	-9%	-$21.5K	﹤0.01%	2778
2023 Q2	$256K	Sell	5,717 -75	-1%	-$3.37K	﹤0.01%	2670
2023 Q1	$257K	Buy	5,792 +394	+7%	+$16.9K	﹤0.01%	2613
2022 Q4	$208K	Buy	+5,398	New	+$200K	﹤0.01%	2724
2022 Q1	–	Sell	-5,980	Closed	-$266K	–	3170
2021 Q4	$266K	Sell	5,980 -2,055	-26%	-$96K	﹤0.01%	2649
2021 Q3	$390K	Sell	8,035 -14,319	-64%	-$715K	﹤0.01%	2239
2021 Q2	$1.19M	Buy	22,354 +10,936	+96%	+$593K	0.01%	1414
2021 Q1	$610K	Buy	11,418 +6,199	+119%	+$317K	﹤0.01%	1755
2020 Q4	$244K	Buy	+5,219	New	+$221K	﹤0.01%	2309
2020 Q3	–	Sell	-6,176	Closed	-$206K	–	2526
2020 Q2	$206K	Buy	+6,176	New	+$198K	﹤0.01%	2154

Other funds holding GENZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Cambridge Investment Research Advisors's GENZ Position: Q4 2023 in Review

Cambridge Investment Research Advisors sold out of VanEck Digital Native Economy ETF (GENZ) in Q4 2023, closing a stake of 5,226 shares — an estimated $208K sold.

Cambridge Investment Research Advisors first reported a position in GENZ in Q2 2020 and held it in 10 quarters. The position peaked at $1.19M in Q2 2021. 35 funds tracked by Wall St. Rank hold GENZ as of Q4 2023.

Cambridge Investment Research Advisors reported no remaining VanEck Digital Native Economy ETF position as of Q4 2023 after selling out during the quarter.
Cambridge Investment Research Advisors sold 5,226 VanEck Digital Native Economy ETF shares in Q4 2023, an estimated $208K.
Cambridge Investment Research Advisors first reported a position in VanEck Digital Native Economy ETF in Q2 2020 and held it in 10 quarters.
Cambridge Investment Research Advisors's VanEck Digital Native Economy ETF position peaked at $1.19M in Q2 2021.
35 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q4 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.