EWA
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EverSource Wealth Advisors’s VanEck Social Sentiment ETF BUZZ Stock Holding History

EverSource Wealth Advisors’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
2024
Q3 		– Sell
-33
Closed -$702 – 3041
2024
Q2 		$702 Buy
+33
New +$682 ﹤0.01% 2810

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FTUS
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

EverSource Wealth Advisors's BUZZ Position: Q3 2024 in Review

EverSource Wealth Advisors sold out of VanEck Social Sentiment ETF (BUZZ) in Q3 2024, closing a stake of 33 shares — an estimated $702 sold.

EverSource Wealth Advisors first reported a position in BUZZ in Q2 2024 and held it in 1 quarter. The position peaked at $702 in Q2 2024. 36 funds tracked by Wall St. Rank hold BUZZ as of Q3 2024.

  • EverSource Wealth Advisors reported no remaining VanEck Social Sentiment ETF position as of Q3 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 33 VanEck Social Sentiment ETF shares in Q3 2024, an estimated $702.
  • EverSource Wealth Advisors first reported a position in VanEck Social Sentiment ETF in Q2 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's VanEck Social Sentiment ETF position peaked at $702 in Q2 2024.
  • 36 funds tracked by Wall St. Rank held VanEck Social Sentiment ETF as of Q3 2024.

Based on EverSource Wealth Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.