Secure Asset Management’s VanEck Digital Native Economy ETF GENZ Stock Holding History

Secure Asset Management’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 Q2	–	Sell	-4,839	Closed	-$258K	–	188
2021 Q1	$258K	Buy	+4,839	New	+$248K	0.14%	142

Other funds holding GENZ

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

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

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

Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return

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

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

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

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

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

Secure Asset Management's GENZ Position: Q2 2021 in Review

Secure Asset Management sold out of VanEck Digital Native Economy ETF (GENZ) in Q2 2021, closing a stake of 4,839 shares — an estimated $258K sold.

Secure Asset Management first reported a position in GENZ in Q1 2021 and held it in 1 quarter. The position peaked at $258K in Q1 2021. 49 funds tracked by Wall St. Rank hold GENZ as of Q2 2021.

Secure Asset Management reported no remaining VanEck Digital Native Economy ETF position as of Q2 2021 after selling out during the quarter.
Secure Asset Management sold 4,839 VanEck Digital Native Economy ETF shares in Q2 2021, an estimated $258K.
Secure Asset Management first reported a position in VanEck Digital Native Economy ETF in Q1 2021 and held it in 1 quarter.
Secure Asset Management's VanEck Digital Native Economy ETF position peaked at $258K in Q1 2021.
49 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q2 2021.

Based on Secure Asset Management's 13F filing for Q2 2021, filed 16 Jul 2021.