LFG
GENZ

LifePlan Financial Group’s VanEck Digital Native Economy ETF GENZ Stock Holding History

LifePlan Financial Group’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
2020
Q3 		$2K Hold
53
– – ﹤0.01% 521
2020
Q2 		$2K Buy
+53
New +$1.7K ﹤0.01% 525

Other funds holding GENZ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LifePlan Financial Group's GENZ Position: Q3 2020 in Review

LifePlan Financial Group held its VanEck Digital Native Economy ETF (GENZ) position steady in Q3 2020 at 53 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

LifePlan Financial Group first reported a position in GENZ in Q2 2020 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold GENZ as of Q3 2020.

  • LifePlan Financial Group held 53 shares of VanEck Digital Native Economy ETF worth $2K as of Q3 2020.
  • LifePlan Financial Group left its VanEck Digital Native Economy ETF share count unchanged in Q3 2020.
  • VanEck Digital Native Economy ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #521 holding.
  • LifePlan Financial Group first reported a position in VanEck Digital Native Economy ETF in Q2 2020 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.