Glassman Wealth Services’s VanEck Digital Native Economy ETF GENZ Stock Holding History

Glassman Wealth Services’s Portfolio GENZ Stock Details GENZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-13	Closed	-$1K	–	1677
2022 Q1	$1K	Buy	+13	New	+$539	﹤0.01%	1335
2021 Q4	–	Sell	-13	Closed	-$1K	–	1645
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	1286
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	1238
2021 Q1	$1K	Hold	13	–	–	﹤0.01%	1199
2020 Q4	$1K	Buy	+13	New	+$551	﹤0.01%	1160

Other funds holding GENZ

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LSA

Lion Street Advisors Austin, Texas $289M AUM 3.13% 1-Year Est. Return

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

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

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

Glassman Wealth Services's GENZ Position: Q2 2022 in Review

Glassman Wealth Services sold out of VanEck Digital Native Economy ETF (GENZ) in Q2 2022, closing a stake of 13 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in GENZ in Q4 2020 and held it in 5 quarters. The position peaked at $1K in Q1 2022. 38 funds tracked by Wall St. Rank hold GENZ as of Q2 2022.

Glassman Wealth Services reported no remaining VanEck Digital Native Economy ETF position as of Q2 2022 after selling out during the quarter.
Glassman Wealth Services sold 13 VanEck Digital Native Economy ETF shares in Q2 2022, an estimated $1K.
Glassman Wealth Services first reported a position in VanEck Digital Native Economy ETF in Q4 2020 and held it in 5 quarters.
Glassman Wealth Services's VanEck Digital Native Economy ETF position peaked at $1K in Q1 2022.
38 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q2 2022.

Based on Glassman Wealth Services's 13F filing for Q2 2022, filed 4 Aug 2022.