Patriot Financial Group Insurance Agency’s VanEck Low Carbon Energy ETF SMOG Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SMOG Stock Details SMOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-20	Closed	-$2K	–	1722
2022 Q2	$2K	Buy	+20	New	+$2.58K	﹤0.01%	1813
2019 Q1	–	Sell	-209	Closed	-$11K	–	1304
2018 Q4	$11K	Hold	209	–	–	0.01%	604
2018 Q3	$12K	Buy	+209	New	+$12.5K	0.01%	600

Other funds holding SMOG

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SMOG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of VanEck Low Carbon Energy ETF (SMOG) in Q3 2022, closing a stake of 20 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in SMOG in Q3 2018 and held it in 3 quarters. The position peaked at $12K in Q3 2018. 63 funds tracked by Wall St. Rank hold SMOG as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining VanEck Low Carbon Energy ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 20 VanEck Low Carbon Energy ETF shares in Q3 2022, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in VanEck Low Carbon Energy ETF in Q3 2018 and held it in 3 quarters.
Patriot Financial Group Insurance Agency's VanEck Low Carbon Energy ETF position peaked at $12K in Q3 2018.
63 funds tracked by Wall St. Rank held VanEck Low Carbon Energy ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.