CFM Wealth Partners’s VanEck Low Carbon Energy ETF SMOG Stock Holding History

CFM Wealth Partners’s Portfolio SMOG Stock Details SMOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-400	Closed	-$32K	–	412
2020 Q2	$32K	Hold	400	–	–	0.01%	319
2020 Q1	$24K	Hold	400	–	–	0.01%	347
2019 Q4	$31K	Buy	+400	New	+$27.4K	0.01%	323

Other funds holding SMOG

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CFM Wealth Partners's SMOG Position: Q3 2020 in Review

CFM Wealth Partners sold out of VanEck Low Carbon Energy ETF (SMOG) in Q3 2020, closing a stake of 400 shares — an estimated $32K sold.

CFM Wealth Partners first reported a position in SMOG in Q4 2019 and held it in 3 quarters. The position peaked at $32K in Q2 2020. 56 funds tracked by Wall St. Rank hold SMOG as of Q3 2020.

CFM Wealth Partners reported no remaining VanEck Low Carbon Energy ETF position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 400 VanEck Low Carbon Energy ETF shares in Q3 2020, an estimated $32K.
CFM Wealth Partners first reported a position in VanEck Low Carbon Energy ETF in Q4 2019 and held it in 3 quarters.
CFM Wealth Partners's VanEck Low Carbon Energy ETF position peaked at $32K in Q2 2020.
56 funds tracked by Wall St. Rank held VanEck Low Carbon Energy ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.