CWM
EMET

Castle Wealth Management’s VanEck Copper and Electrification Metals ETF EMET Stock Holding History

Castle Wealth Management’s Portfolio EMET Stock Details EMET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-115
Closed -$3K – 696
2022
Q2 		$3K Buy
+115
New +$3.75K ﹤0.01% 533

Other funds holding EMET

PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Castle Wealth Management's EMET Position: Q3 2022 in Review

Castle Wealth Management sold out of VanEck Copper and Electrification Metals ETF (EMET) in Q3 2022, closing a stake of 115 shares — an estimated $3K sold.

Castle Wealth Management first reported a position in EMET in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 8 funds tracked by Wall St. Rank hold EMET as of Q3 2022.

  • Castle Wealth Management reported no remaining VanEck Copper and Electrification Metals ETF position as of Q3 2022 after selling out during the quarter.
  • Castle Wealth Management sold 115 VanEck Copper and Electrification Metals ETF shares in Q3 2022, an estimated $3K.
  • Castle Wealth Management first reported a position in VanEck Copper and Electrification Metals ETF in Q2 2022 and held it in 1 quarter.
  • Castle Wealth Management's VanEck Copper and Electrification Metals ETF position peaked at $3K in Q2 2022.
  • 8 funds tracked by Wall St. Rank held VanEck Copper and Electrification Metals ETF as of Q3 2022.

Based on Castle Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.