Concord Wealth Partners’s VanEck Copper and Electrification Metals ETF EMET Stock Holding History

Concord Wealth Partners’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
2024 Q2	–	Sell	-200	Closed	-$4.8K	–	873
2024 Q1	$4.8K	Buy	+200	New	+$4.43K	﹤0.01%	659
2023 Q4	–	Sell	-330	Closed	-$8.24K	–	898
2023 Q3	$8.24K	Hold	330	–	–	﹤0.01%	647
2023 Q2	$8.93K	Buy	330 +30	+10%	+$832	﹤0.01%	622
2023 Q1	$8.51K	Hold	300	–	–	﹤0.01%	609
2022 Q4	$8.5K	Buy	+300	New	+$8.67K	﹤0.01%	655
2022 Q3	–	Sell	-200	Closed	-$6K	–	543
2022 Q2	$6K	Buy	+200	New	+$6.52K	﹤0.01%	780
2022 Q1	–	Sell	-200	Closed	-$7K	–	1318
2021 Q4	$7K	Buy	+200	New	+$6.92K	﹤0.01%	866

Other funds holding EMET

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FTUS

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

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

Concord Wealth Partners's EMET Position: Q2 2024 in Review

Concord Wealth Partners sold out of VanEck Copper and Electrification Metals ETF (EMET) in Q2 2024, closing a stake of 200 shares — an estimated $4.8K sold.

Concord Wealth Partners first reported a position in EMET in Q4 2021 and held it in 7 quarters. The position peaked at $8.93K in Q2 2023. 14 funds tracked by Wall St. Rank hold EMET as of Q2 2024.

Concord Wealth Partners reported no remaining VanEck Copper and Electrification Metals ETF position as of Q2 2024 after selling out during the quarter.
Concord Wealth Partners sold 200 VanEck Copper and Electrification Metals ETF shares in Q2 2024, an estimated $4.8K.
Concord Wealth Partners first reported a position in VanEck Copper and Electrification Metals ETF in Q4 2021 and held it in 7 quarters.
Concord Wealth Partners's VanEck Copper and Electrification Metals ETF position peaked at $8.93K in Q2 2023.
14 funds tracked by Wall St. Rank held VanEck Copper and Electrification Metals ETF as of Q2 2024.

Based on Concord Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.