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Intercontinental Wealth Advisors’s VanEck Digital Transformation ETF DAPP Stock Holding History

Intercontinental Wealth Advisors’s Portfolio DAPP Stock Details DAPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$651K Hold
95,564
– – 0.16% 152
2023
Q1 		$443K Hold
95,564
– – 0.11% 208
2022
Q4 		$255K Buy
95,564
+3,000
+3% +$11.6K 0.08% 246
2022
Q3 		$457K Buy
+92,564
New +$551K 0.14% 167

Other funds holding DAPP

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Intercontinental Wealth Advisors's DAPP Position: Q2 2023 in Review

Intercontinental Wealth Advisors held its VanEck Digital Transformation ETF (DAPP) position steady in Q2 2023 at 95,564 shares worth $651K. The position accounts for 0.16% of the portfolio, ranked #152.

Intercontinental Wealth Advisors first reported a position in DAPP in Q3 2022 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold DAPP as of Q2 2023.

  • Intercontinental Wealth Advisors held 95,564 shares of VanEck Digital Transformation ETF worth $651K as of Q2 2023.
  • Intercontinental Wealth Advisors left its VanEck Digital Transformation ETF share count unchanged in Q2 2023.
  • VanEck Digital Transformation ETF made up 0.16% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #152 holding.
  • Intercontinental Wealth Advisors first reported a position in VanEck Digital Transformation ETF in Q3 2022 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held VanEck Digital Transformation ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.