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

HighMark 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
2025 Q2	–	Sell	-105	Closed	-$2.35K	–	620
2025 Q1	$2.35K	Hold	105	–	–	﹤0.01%	435
2024 Q4	$2.61K	Sell	105 -400	-79%	-$9.58K	﹤0.01%	437
2024 Q3	$10.8K	Hold	505	–	–	0.01%	280
2024 Q2	$10.7K	Hold	505	–	–	0.01%	266
2024 Q1	$10.8K	Hold	505	–	–	0.01%	265
2023 Q4	$9.43K	Buy	505 +3	+0.6%	+$49	0.01%	270
2023 Q3	$7.73K	Hold	502	–	–	0.01%	292
2023 Q2	$8.24K	Hold	502	–	–	0.01%	284
2023 Q1	$7.49K	Hold	502	–	–	0.01%	335
2022 Q4	$6.1K	Buy	502 +2	+0.4%	+$26	﹤0.01%	316
2022 Q3	$6K	Hold	500	–	–	0.01%	304
2022 Q2	$6K	Hold	500	–	–	﹤0.01%	316
2022 Q1	$10K	Hold	500	–	–	0.01%	260
2021 Q4	$12K	Hold	500	–	–	0.01%	231
2021 Q3	$12K	Hold	500	–	–	0.01%	227
2021 Q2	$13K	Hold	500	–	–	0.01%	221
2021 Q1	$12K	Buy	+500	New	+$12.1K	0.01%	209

Other funds holding BUZZ

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return

HighMark Wealth Management's BUZZ Position: Q2 2025 in Review

HighMark Wealth Management sold out of VanEck Social Sentiment ETF (BUZZ) in Q2 2025, closing a stake of 105 shares — an estimated $2.35K sold.

HighMark Wealth Management first reported a position in BUZZ in Q1 2021 and held it in 17 quarters. The position peaked at $13K in Q2 2021. 36 funds tracked by Wall St. Rank hold BUZZ as of Q2 2025.

HighMark Wealth Management reported no remaining VanEck Social Sentiment ETF position as of Q2 2025 after selling out during the quarter.
HighMark Wealth Management sold 105 VanEck Social Sentiment ETF shares in Q2 2025, an estimated $2.35K.
HighMark Wealth Management first reported a position in VanEck Social Sentiment ETF in Q1 2021 and held it in 17 quarters.
HighMark Wealth Management's VanEck Social Sentiment ETF position peaked at $13K in Q2 2021.
36 funds tracked by Wall St. Rank held VanEck Social Sentiment ETF as of Q2 2025.

Based on HighMark Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.