JNBA Financial Advisors’s VanEck Digital Native Economy ETF GENZ Stock Holding History

JNBA Financial Advisors’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
2024 Q4	–	Sell	-172	Closed	-$7.65K	–	652
2024 Q3	$7.65K	Sell	172 -7	-4%	-$286	﹤0.01%	486
2024 Q2	$7.22K	Buy	179 +25	+16%	+$1.02K	﹤0.01%	485
2024 Q1	$6.61K	Hold	154	–	–	﹤0.01%	502
2023 Q4	$6.51K	Hold	154	–	–	﹤0.01%	509
2023 Q3	$6.12K	Hold	154	–	–	﹤0.01%	516
2023 Q2	$6.89K	Hold	154	–	–	﹤0.01%	505
2023 Q1	$6.83K	Hold	154	–	–	﹤0.01%	516
2022 Q4	$5.94K	Buy	+154	New	+$5.71K	﹤0.01%	500

Other funds holding GENZ

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

JNBA Financial Advisors's GENZ Position: Q4 2024 in Review

JNBA Financial Advisors sold out of VanEck Digital Native Economy ETF (GENZ) in Q4 2024, closing a stake of 172 shares — an estimated $7.65K sold.

JNBA Financial Advisors first reported a position in GENZ in Q4 2022 and held it in 8 quarters. The position peaked at $7.65K in Q3 2024. 23 funds tracked by Wall St. Rank hold GENZ as of Q4 2024.

JNBA Financial Advisors reported no remaining VanEck Digital Native Economy ETF position as of Q4 2024 after selling out during the quarter.
JNBA Financial Advisors sold 172 VanEck Digital Native Economy ETF shares in Q4 2024, an estimated $7.65K.
JNBA Financial Advisors first reported a position in VanEck Digital Native Economy ETF in Q4 2022 and held it in 8 quarters.
JNBA Financial Advisors's VanEck Digital Native Economy ETF position peaked at $7.65K in Q3 2024.
23 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q4 2024.

Based on JNBA Financial Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.