MWM
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Modern Wealth Management’s Hennessy Sustainable ETF STNC Stock Holding History

Modern Wealth Management’s Portfolio STNC Stock Details STNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,118
Closed -$220K – 838
2025
Q2 		$220K Hold
7,118
– – 0.01% 719
2025
Q1 		$212K Hold
7,118
– – 0.01% 630
2024
Q4 		$216K Hold
7,118
– – 0.01% 541
2024
Q3 		$223K Hold
7,118
– – 0.01% 396
2024
Q2 		$209K Hold
7,118
– – 0.02% 378
2024
Q1 		$215K Buy
+7,118
New +$205K 0.02% 279

Other funds holding STNC

SC
Stance Capital Boston, Massachusetts $206M AUM 22.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Modern Wealth Management's STNC Position: Q3 2025 in Review

Modern Wealth Management sold out of Hennessy Sustainable ETF (STNC) in Q3 2025, closing a stake of 7,118 shares — an estimated $220K sold.

Modern Wealth Management first reported a position in STNC in Q1 2024 and held it in 6 quarters. The position peaked at $223K in Q3 2024. 21 funds tracked by Wall St. Rank hold STNC as of Q3 2025.

  • Modern Wealth Management reported no remaining Hennessy Sustainable ETF position as of Q3 2025 after selling out during the quarter.
  • Modern Wealth Management sold 7,118 Hennessy Sustainable ETF shares in Q3 2025, an estimated $220K.
  • Modern Wealth Management first reported a position in Hennessy Sustainable ETF in Q1 2024 and held it in 6 quarters.
  • Modern Wealth Management's Hennessy Sustainable ETF position peaked at $223K in Q3 2024.
  • 21 funds tracked by Wall St. Rank held Hennessy Sustainable ETF as of Q3 2025.

Based on Modern Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.