CX Institutional’s VanEck Social Sentiment ETF BUZZ Stock Holding History

CX Institutional’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
2022 Q3	–	Sell	-1,001	Closed	-$13K	–	547
2022 Q2	$13K	Buy	+1,001	New	+$15.2K	﹤0.01%	908
2022 Q1	–	Sell	-105,230	Closed	-$2.45M	–	372
2021 Q4	$2.45M	Sell	105,230 -12,557	-11%	-$315K	0.2%	147
2021 Q3	$2.9M	Sell	117,787 -8,077	-6%	-$207K	0.24%	109
2021 Q2	$3.37M	Buy	+125,864	New	+$3.12M	0.28%	97

Other funds holding BUZZ

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

CX Institutional's BUZZ Position: Q3 2022 in Review

CX Institutional sold out of VanEck Social Sentiment ETF (BUZZ) in Q3 2022, closing a stake of 1,001 shares — an estimated $13K sold.

CX Institutional first reported a position in BUZZ in Q2 2021 and held it in 4 quarters. The position peaked at $3.37M in Q2 2021. 49 funds tracked by Wall St. Rank hold BUZZ as of Q3 2022.

CX Institutional reported no remaining VanEck Social Sentiment ETF position as of Q3 2022 after selling out during the quarter.
CX Institutional sold 1,001 VanEck Social Sentiment ETF shares in Q3 2022, an estimated $13K.
CX Institutional first reported a position in VanEck Social Sentiment ETF in Q2 2021 and held it in 4 quarters.
CX Institutional's VanEck Social Sentiment ETF position peaked at $3.37M in Q2 2021.
49 funds tracked by Wall St. Rank held VanEck Social Sentiment ETF as of Q3 2022.

Based on CX Institutional's 13F filing for Q3 2022, filed 4 Nov 2022.