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Focused Wealth Management’s VanEck Social Sentiment ETF BUZZ Stock Holding History

Focused Wealth Management’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
Q1 		– Sell
-48
Closed -$905 – 308
2023
Q4 		$905 Hold
48
– – ﹤0.01% 864
2023
Q3 		$742 Hold
48
– – ﹤0.01% 874
2023
Q2 		$791 Hold
48
– – ﹤0.01% 905
2023
Q1 		$719 Hold
48
– – ﹤0.01% 907
2022
Q4 		$586 Hold
48
– – ﹤0.01% 932
2022
Q3 		$1K Hold
48
– – ﹤0.01% 818
2022
Q2 		$1K Hold
48
– – ﹤0.01% 800
2022
Q1 		$1K Hold
48
– – ﹤0.01% 857
2021
Q4 		$1K Hold
48
– – ﹤0.01% 866
2021
Q3 		$1K Hold
48
– – ﹤0.01% 868
2021
Q2 		$1K Hold
48
– – ﹤0.01% 858
2021
Q1 		$1K Buy
+48
New +$1.16K ﹤0.01% 849

Other funds holding BUZZ

PI
PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

Focused Wealth Management's BUZZ Position: Q1 2024 in Review

Focused Wealth Management sold out of VanEck Social Sentiment ETF (BUZZ) in Q1 2024, closing a stake of 48 shares — an estimated $905 sold.

Focused Wealth Management first reported a position in BUZZ in Q1 2021 and held it in 12 quarters. The position peaked at $1K in Q3 2022. 40 funds tracked by Wall St. Rank hold BUZZ as of Q1 2024.

  • Focused Wealth Management reported no remaining VanEck Social Sentiment ETF position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 48 VanEck Social Sentiment ETF shares in Q1 2024, an estimated $905.
  • Focused Wealth Management first reported a position in VanEck Social Sentiment ETF in Q1 2021 and held it in 12 quarters.
  • Focused Wealth Management's VanEck Social Sentiment ETF position peaked at $1K in Q3 2022.
  • 40 funds tracked by Wall St. Rank held VanEck Social Sentiment ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.