JNBA Financial Advisors’s VanEck Low Carbon Energy ETF SMOG Stock Holding History

JNBA Financial Advisors’s Portfolio SMOG Stock Details SMOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.01M	Buy	7,294 +325	+5%	+$44.7K	0.08%	94
2025 Q4	$903K	Buy	6,969 +28	+0.4%	+$3.7K	0.08%	104
2025 Q3	$882K	Buy	6,941 +464	+7%	+$54.6K	0.08%	100
2025 Q2	$712K	Buy	6,477 +88	+1%	+$9.28K	0.07%	114
2025 Q1	$646K	Buy	6,389 +93	+1%	+$9.37K	0.07%	117
2024 Q4	$621K	Buy	6,296 +3,508	+126%	+$364K	0.06%	118
2024 Q3	$313K	Buy	2,788 +291	+12%	+$30K	0.03%	157
2024 Q2	$240K	Buy	2,497 +977	+64%	+$96.7K	0.03%	176
2024 Q1	$149K	Sell	1,520 -638	-30%	-$62.4K	0.02%	202
2023 Q4	$239K	Hold	2,158	–	–	0.03%	184
2023 Q3	$226K	Hold	2,158	–	–	0.03%	182
2023 Q2	$264K	Hold	2,158	–	–	0.03%	174
2023 Q1	$262K	Sell	2,158 -43	-2%	-$5.04K	0.03%	173
2022 Q4	$244K	Hold	2,201	–	–	0.03%	174
2022 Q3	$250K	Hold	2,201	–	–	0.04%	170
2022 Q2	$275K	Hold	2,201	–	–	0.04%	157
2022 Q1	$319K	Hold	2,201	–	–	0.04%	155
2021 Q4	$353K	Hold	2,201	–	–	0.04%	155
2021 Q3	$328K	Hold	2,201	–	–	0.04%	157
2021 Q2	$355K	Hold	2,201	–	–	0.05%	149
2021 Q1	$346K	Sell	2,201 -217	-9%	-$37.2K	0.05%	144
2020 Q4	$400K	Sell	2,418 -228	-9%	-$30.9K	0.07%	125
2020 Q3	$291K	Sell	2,646 -141	-5%	-$14K	0.06%	127
2020 Q2	$228K	Sell	2,787 -1,084	-28%	-$78.8K	0.05%	144
2020 Q1	$234K	Sell	3,871 -18	-0.5%	-$1.34K	0.06%	128
2019 Q4	$295K	Hold	3,889	–	–	0.06%	127
2019 Q3	$249K	Hold	3,889	–	–	0.05%	134
2019 Q2	$252K	Hold	3,889	–	–	0.05%	134
2019 Q1	$242K	Hold	3,889	–	–	0.05%	133
2018 Q4	$212K	Buy	+3,889	New	+$218K	0.05%	126
2018 Q3	–	Sell	-3,724	Closed	-$218K	–	672
2018 Q2	$218K	Hold	3,724	–	–	0.05%	123
2018 Q1	$225K	Hold	3,724	–	–	0.05%	118
2017 Q4	$228K	Buy	3,724 +249	+7%	+$15.1K	0.05%	119
2017 Q3	$209K	Buy	3,475 +109	+3%	+$6.48K	0.05%	117
2017 Q2	$201K	Hold	3,366	–	–	0.05%	116
2017 Q1	$186K	Hold	3,366	–	–	0.04%	119
2016 Q4	$170K	Buy	+3,366	New	+$171K	0.04%	126
2016 Q3	–	Sell	-2,758	Closed	-$137K	–	1661
2016 Q2	$137K	Buy	2,758 +306	+12%	+$15.5K	0.04%	150
2016 Q1	$130K	Buy	2,452 +997	+69%	+$49.6K	0.05%	137
2015 Q4	$80K	Buy	1,455 +735	+102%	+$39K	0.03%	159
2015 Q3	$36K	Hold	720	–	–	0.02%	214
2015 Q2	$44K	Hold	720	–	–	0.02%	198
2015 Q1	$42K	Hold	720	–	–	0.02%	204
2014 Q4	$39K	Buy	+720	New	+$39.8K	0.02%	209

Other funds holding SMOG

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PHAM

Palisades Hudson Asset Management Fort Lauderdale, Florida $257M AUM 21.62% 1-Year Est. Return

FTUS

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

JNBA Financial Advisors's SMOG Position: Q1 2026 in Review

JNBA Financial Advisors increased its VanEck Low Carbon Energy ETF (SMOG) stake by 4.7% in Q1 2026, buying an estimated $44.7K and bringing the position to 7,294 shares worth $1.01M. The position accounts for 0.08% of the portfolio, ranked #94.

JNBA Financial Advisors first reported a position in SMOG in Q4 2014 and has held it in 44 quarters since. 58 funds tracked by Wall St. Rank hold SMOG as of Q1 2026.

JNBA Financial Advisors held 7,294 shares of VanEck Low Carbon Energy ETF worth $1.01M as of Q1 2026.
JNBA Financial Advisors bought 325 VanEck Low Carbon Energy ETF shares in Q1 2026, an estimated $44.7K.
VanEck Low Carbon Energy ETF made up 0.08% of JNBA Financial Advisors's portfolio in Q1 2026, its #94 holding.
JNBA Financial Advisors first reported a position in VanEck Low Carbon Energy ETF in Q4 2014 and has held it in 44 quarters since.
58 funds tracked by Wall St. Rank held VanEck Low Carbon Energy ETF as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.