NewEdge Advisors’s VanEck Digital Native Economy ETF GENZ Stock Holding History

NewEdge Advisors’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
2023 Q2	–	Sell	-5,157	Closed	-$229K	–	3497
2023 Q1	$229K	Sell	5,157 -1,863	-27%	-$79.9K	﹤0.01%	1488
2022 Q4	$271K	Buy	+7,020	New	+$260K	0.01%	1053
2021 Q3	–	Sell	-14,908	Closed	-$792K	–	1139
2021 Q2	$792K	Buy	14,908 +675	+5%	+$36.6K	0.02%	577
2021 Q1	$760K	Buy	14,233 +7,195	+102%	+$368K	0.02%	538
2020 Q4	$330K	Buy	+7,038	New	+$298K	0.01%	726

Other funds holding GENZ

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

LSA

Lion Street Advisors Austin, Texas $289M AUM 3.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

NewEdge Advisors's GENZ Position: Q2 2023 in Review

NewEdge Advisors sold out of VanEck Digital Native Economy ETF (GENZ) in Q2 2023, closing a stake of 5,157 shares — an estimated $229K sold.

NewEdge Advisors first reported a position in GENZ in Q4 2020 and held it in 5 quarters. The position peaked at $792K in Q2 2021. 43 funds tracked by Wall St. Rank hold GENZ as of Q2 2023.

NewEdge Advisors reported no remaining VanEck Digital Native Economy ETF position as of Q2 2023 after selling out during the quarter.
NewEdge Advisors sold 5,157 VanEck Digital Native Economy ETF shares in Q2 2023, an estimated $229K.
NewEdge Advisors first reported a position in VanEck Digital Native Economy ETF in Q4 2020 and held it in 5 quarters.
NewEdge Advisors's VanEck Digital Native Economy ETF position peaked at $792K in Q2 2021.
43 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q2 2023.

Based on NewEdge Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.