JFS Wealth Advisors
GPZ icon

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

Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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. 57 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.
  • 57 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.