JWA
GPZ

JFS Wealth Advisors’s VanEck Alternative Asset Manager ETF GPZ Stock Holding History

JFS Wealth Advisors’s Portfolio GPZ Stock Details GPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,550
Closed -$76.2K – 2303
2026
Q1 		$76.2K Hold
3,550
– – ﹤0.01% 441
2025
Q4 		$96.4K Hold
3,550
– – 0.01% 417
2025
Q3 		$98.1K Buy
+3,550
New +$100K 0.01% 410

Other funds holding GPZ

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
DWM
Ducere Wealth Management Newport Beach, California $333M AUM
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return

JFS Wealth Advisors's GPZ Position: Q2 2026 in Review

JFS Wealth Advisors sold out of VanEck Alternative Asset Manager ETF (GPZ) in Q2 2026, closing a stake of 3,550 shares — an estimated $76.2K sold.

JFS Wealth Advisors first reported a position in GPZ in Q3 2025 and held it in 3 quarters. The position peaked at $98.1K in Q3 2025. 33 funds tracked by Wall St. Rank hold GPZ as of Q2 2026.

  • JFS Wealth Advisors reported no remaining VanEck Alternative Asset Manager ETF position as of Q2 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 3,550 VanEck Alternative Asset Manager ETF shares in Q2 2026, an estimated $76.2K.
  • JFS Wealth Advisors first reported a position in VanEck Alternative Asset Manager ETF in Q3 2025 and held it in 3 quarters.
  • JFS Wealth Advisors's VanEck Alternative Asset Manager ETF position peaked at $98.1K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held VanEck Alternative Asset Manager ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.