Pension & Wealth Management Advisors’s VanEck Digital Transformation ETF DAPP Stock Holding History

Pension & Wealth Management Advisors’s Portfolio DAPP Stock Details DAPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-176	Closed	-$3.83K	–	554
2025 Q3	$3.83K	Hold	176	–	–	﹤0.01%	449
2025 Q2	$2.91K	Hold	176	–	–	﹤0.01%	414
2025 Q1	$1.59K	Sell	176 -329	-65%	-$4.4K	﹤0.01%	417
2024 Q4	$7.26K	Hold	505	–	–	﹤0.01%	384
2024 Q3	$5.94K	Hold	505	–	–	﹤0.01%	316
2024 Q2	$6.05K	Hold	505	–	–	﹤0.01%	300
2024 Q1	$5.88K	Hold	505	–	–	﹤0.01%	296
2023 Q4	$5.19K	Sell	505 -406	-45%	-$2.79K	﹤0.01%	274
2023 Q3	$4.99K	Hold	911	–	–	﹤0.01%	221
2023 Q2	$6.2K	Hold	911	–	–	﹤0.01%	219
2023 Q1	$4.23K	Hold	911	–	–	﹤0.01%	246
2022 Q4	$2.43K	Buy	+911	New	+$3.54K	﹤0.01%	240

Other funds holding DAPP

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

JWM

JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return

VHAM

Van Hulzen Asset Management El Dorado Hills, California $1.41B AUM 27.05% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Pension & Wealth Management Advisors's DAPP Position: Q4 2025 in Review

Pension & Wealth Management Advisors sold out of VanEck Digital Transformation ETF (DAPP) in Q4 2025, closing a stake of 176 shares — an estimated $3.83K sold.

Pension & Wealth Management Advisors first reported a position in DAPP in Q4 2022 and held it in 12 quarters. The position peaked at $7.26K in Q4 2024. 79 funds tracked by Wall St. Rank hold DAPP as of Q4 2025.

Pension & Wealth Management Advisors reported no remaining VanEck Digital Transformation ETF position as of Q4 2025 after selling out during the quarter.
Pension & Wealth Management Advisors sold 176 VanEck Digital Transformation ETF shares in Q4 2025, an estimated $3.83K.
Pension & Wealth Management Advisors first reported a position in VanEck Digital Transformation ETF in Q4 2022 and held it in 12 quarters.
Pension & Wealth Management Advisors's VanEck Digital Transformation ETF position peaked at $7.26K in Q4 2024.
79 funds tracked by Wall St. Rank held VanEck Digital Transformation ETF as of Q4 2025.

Based on Pension & Wealth Management Advisors's 13F filing for Q4 2025, filed 7 Aug 2026.