Lakeridge Wealth Management’s VanEck Low Carbon Energy ETF SMOG Stock Holding History

Lakeridge Wealth Management’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 Q2	$281K	Hold	1,925	–	–	0.1%	150
2026 Q1	$267K	Hold	1,925	–	–	0.11%	139
2025 Q4	$250K	Hold	1,925	–	–	0.11%	140
2025 Q3	$245K	Hold	1,925	–	–	0.11%	131
2025 Q2	$212K	Buy	+1,925	New	+$203K	0.1%	144
2024 Q4	–	Sell	-2,296	Closed	-$258K	–	159
2024 Q3	$258K	Hold	2,296	–	–	0.14%	126
2024 Q2	$221K	Hold	2,296	–	–	0.13%	132
2024 Q1	$226K	Buy	2,296 +250	+12%	+$24.5K	0.15%	119
2023 Q4	$226K	Buy	+2,046	New	+$209K	0.16%	113

Other funds holding SMOG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CFSG

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

LifeSteps Financial Claremont, California $215M AUM 27.52% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

Lakeridge Wealth Management's SMOG Position: Q2 2026 in Review

Lakeridge Wealth Management held its VanEck Low Carbon Energy ETF (SMOG) position steady in Q2 2026 at 1,925 shares worth $281K. The position accounts for 0.1% of the portfolio, ranked #150.

Lakeridge Wealth Management first reported a position in SMOG in Q4 2023 and has held it in 9 quarters since. 8 funds tracked by Wall St. Rank hold SMOG as of Q2 2026.

Lakeridge Wealth Management held 1,925 shares of VanEck Low Carbon Energy ETF worth $281K as of Q2 2026.
Lakeridge Wealth Management left its VanEck Low Carbon Energy ETF share count unchanged in Q2 2026.
VanEck Low Carbon Energy ETF made up 0.1% of Lakeridge Wealth Management's portfolio in Q2 2026, its #150 holding.
Lakeridge Wealth Management first reported a position in VanEck Low Carbon Energy ETF in Q4 2023 and has held it in 9 quarters since.
8 funds tracked by Wall St. Rank held VanEck Low Carbon Energy ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.