Institutional & Family Asset Management’s VanEck Social Sentiment ETF BUZZ Stock Holding History

Institutional & Family Asset 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
2021 Q4	–	Sell	-373	Closed	-$9K	–	818
2021 Q3	$9K	Sell	373 -181	-33%	-$4.65K	﹤0.01%	557
2021 Q2	$15K	Sell	554 -246	-31%	-$6.09K	﹤0.01%	518
2021 Q1	$19K	Buy	+800	New	+$19.4K	﹤0.01%	488

Other funds holding BUZZ

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TRCT

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Institutional & Family Asset Management's BUZZ Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of VanEck Social Sentiment ETF (BUZZ) in Q4 2021, closing a stake of 373 shares — an estimated $9K sold.

Institutional & Family Asset Management first reported a position in BUZZ in Q1 2021 and held it in 3 quarters. The position peaked at $19K in Q1 2021. 73 funds tracked by Wall St. Rank hold BUZZ as of Q4 2021.

Institutional & Family Asset Management reported no remaining VanEck Social Sentiment ETF position as of Q4 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 373 VanEck Social Sentiment ETF shares in Q4 2021, an estimated $9K.
Institutional & Family Asset Management first reported a position in VanEck Social Sentiment ETF in Q1 2021 and held it in 3 quarters.
Institutional & Family Asset Management's VanEck Social Sentiment ETF position peaked at $19K in Q1 2021.
73 funds tracked by Wall St. Rank held VanEck Social Sentiment ETF as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.