SIAG
GENZ

Safeguard Investment Advisory Group’s VanEck Digital Native Economy ETF GENZ Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-1,498
Closed -$70K – 149
2020
Q4 		$70K Buy
+1,498
New +$63.5K 0.06% 160

Other funds holding GENZ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Safeguard Investment Advisory Group's GENZ Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of VanEck Digital Native Economy ETF (GENZ) in Q1 2021, closing a stake of 1,498 shares — an estimated $70K sold.

Safeguard Investment Advisory Group first reported a position in GENZ in Q4 2020 and held it in 1 quarter. The position peaked at $70K in Q4 2020. 46 funds tracked by Wall St. Rank hold GENZ as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining VanEck Digital Native Economy ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1,498 VanEck Digital Native Economy ETF shares in Q1 2021, an estimated $70K.
  • Safeguard Investment Advisory Group first reported a position in VanEck Digital Native Economy ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's VanEck Digital Native Economy ETF position peaked at $70K in Q4 2020.
  • 46 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.