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

OneDigital Investment 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
2022 Q2	–	Sell	-5,829	Closed	-$232K	–	721
2022 Q1	$232K	Sell	5,829 -300	-5%	-$12.4K	0.01%	667
2021 Q4	$272K	Sell	6,129 -1,700	-22%	-$79.4K	0.01%	624
2021 Q3	$380K	Hold	7,829	–	–	0.02%	500
2021 Q2	$416K	Sell	7,829 -450	-5%	-$24.4K	0.02%	463
2021 Q1	$442K	Buy	+8,279	New	+$424K	0.02%	407
2019 Q3	–	Sell	-690	Closed	-$26K	–	620
2019 Q2	$26K	Buy	690 +90	+15%	+$3.35K	﹤0.01%	729
2019 Q1	$22K	Buy	+600	New	+$22K	﹤0.01%	696

Other funds holding GENZ

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LSA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OneDigital Investment Advisors's GENZ Position: Q2 2022 in Review

OneDigital Investment Advisors sold out of VanEck Digital Native Economy ETF (GENZ) in Q2 2022, closing a stake of 5,829 shares — an estimated $232K sold.

OneDigital Investment Advisors first reported a position in GENZ in Q1 2019 and held it in 7 quarters. The position peaked at $442K in Q1 2021. 38 funds tracked by Wall St. Rank hold GENZ as of Q2 2022.

OneDigital Investment Advisors reported no remaining VanEck Digital Native Economy ETF position as of Q2 2022 after selling out during the quarter.
OneDigital Investment Advisors sold 5,829 VanEck Digital Native Economy ETF shares in Q2 2022, an estimated $232K.
OneDigital Investment Advisors first reported a position in VanEck Digital Native Economy ETF in Q1 2019 and held it in 7 quarters.
OneDigital Investment Advisors's VanEck Digital Native Economy ETF position peaked at $442K in Q1 2021.
38 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q2 2022.

Based on OneDigital Investment Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.