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Milestone Investment Advisors’s VanEck Social Sentiment ETF BUZZ Stock Holding History

Milestone Investment Advisors’s Portfolio BUZZ Stock Details BUZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-60
Closed -$1.29K – 133
2024
Q1 		$1.29K Hold
60
– – ﹤0.01% 128
2023
Q4 		$1.12K Hold
60
– – ﹤0.01% 125
2023
Q3 		$924 Hold
60
– – ﹤0.01% 426
2023
Q2 		$986 Hold
60
– – ﹤0.01% 120
2023
Q1 		$895 Hold
60
– – ﹤0.01% 429
2022
Q4 		$729 Buy
+60
New +$787 ﹤0.01% 121

Other funds holding BUZZ

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Milestone Investment Advisors's BUZZ Position: Q2 2024 in Review

Milestone Investment Advisors sold out of VanEck Social Sentiment ETF (BUZZ) in Q2 2024, closing a stake of 60 shares — an estimated $1.29K sold.

Milestone Investment Advisors first reported a position in BUZZ in Q4 2022 and held it in 6 quarters. The position peaked at $1.29K in Q1 2024. 36 funds tracked by Wall St. Rank hold BUZZ as of Q2 2024.

  • Milestone Investment Advisors reported no remaining VanEck Social Sentiment ETF position as of Q2 2024 after selling out during the quarter.
  • Milestone Investment Advisors sold 60 VanEck Social Sentiment ETF shares in Q2 2024, an estimated $1.29K.
  • Milestone Investment Advisors first reported a position in VanEck Social Sentiment ETF in Q4 2022 and held it in 6 quarters.
  • Milestone Investment Advisors's VanEck Social Sentiment ETF position peaked at $1.29K in Q1 2024.
  • 36 funds tracked by Wall St. Rank held VanEck Social Sentiment ETF as of Q2 2024.

Based on Milestone Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.