J. Arnold Wealth Management’s VanEck Digital Native Economy ETF GENZ Stock Holding History

J. Arnold Wealth Management’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
2023 Q2	–	Sell	-494,178	Closed	-$21.9M	–	23
2023 Q1	$21.9M	Buy	494,178 +11,375	+2%	+$488K	10.71%	2
2022 Q4	$18.6M	Buy	+482,803	New	+$17.9M	9.19%	2
2022 Q3	–	Sell	-1,669	Closed	-$57K	–	49
2022 Q2	$57K	Hold	1,669	–	–	0.04%	27
2022 Q1	$67K	Sell	1,669 -667	-29%	-$27.7K	0.04%	28
2021 Q4	$104K	Sell	2,336 -158,276	-99%	-$7.4M	0.05%	35
2021 Q3	$7.79M	Buy	160,612 +10,397	+7%	+$519K	3.76%	10
2021 Q2	$7.98M	Buy	150,215 +12,529	+9%	+$679K	3.88%	10
2021 Q1	$7.35M	Buy	+137,686	New	+$7.05M	4.06%	9

Other funds holding GENZ

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

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

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

LSA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

J. Arnold Wealth Management's GENZ Position: Q2 2023 in Review

J. Arnold Wealth Management sold out of VanEck Digital Native Economy ETF (GENZ) in Q2 2023, closing a stake of 494,178 shares — an estimated $21.9M sold.

J. Arnold Wealth Management first reported a position in GENZ in Q1 2021 and held it in 8 quarters. The position peaked at $21.9M in Q1 2023. 43 funds tracked by Wall St. Rank hold GENZ as of Q2 2023.

J. Arnold Wealth Management reported no remaining VanEck Digital Native Economy ETF position as of Q2 2023 after selling out during the quarter.
J. Arnold Wealth Management sold 494,178 VanEck Digital Native Economy ETF shares in Q2 2023, an estimated $21.9M.
J. Arnold Wealth Management first reported a position in VanEck Digital Native Economy ETF in Q1 2021 and held it in 8 quarters.
J. Arnold Wealth Management's VanEck Digital Native Economy ETF position peaked at $21.9M in Q1 2023.
43 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q2 2023.

Based on J. Arnold Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.