SFG Wealth Management
DAPP icon

SFG Wealth Management’s VanEck Digital Transformation ETF DAPP Stock Holding History

SFG Wealth Management’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
2024
Q1 		– Sell
-91,186
Closed -$937K – 97
2023
Q4 		$937K Buy
+91,186
New +$626K 0.62% 30

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Bank of Montreal
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Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
Flagstar Advisors
Flagstar Advisors New York $330M AUM 30.46% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Gainplan
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
Evermay Wealth Management
Evermay Wealth Management Arlington, Virginia $996M AUM 10.6% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

SFG Wealth Management's DAPP Position: Q1 2024 in Review

SFG Wealth Management sold out of VanEck Digital Transformation ETF (DAPP) in Q1 2024, closing a stake of 91,186 shares — an estimated $937K sold.

SFG Wealth Management first reported a position in DAPP in Q4 2023 and held it in 1 quarter. The position peaked at $937K in Q4 2023. 39 funds tracked by Wall St. Rank hold DAPP as of Q1 2024.

  • SFG Wealth Management reported no remaining VanEck Digital Transformation ETF position as of Q1 2024 after selling out during the quarter.
  • SFG Wealth Management sold 91,186 VanEck Digital Transformation ETF shares in Q1 2024, an estimated $937K.
  • SFG Wealth Management first reported a position in VanEck Digital Transformation ETF in Q4 2023 and held it in 1 quarter.
  • SFG Wealth Management's VanEck Digital Transformation ETF position peaked at $937K in Q4 2023.
  • 39 funds tracked by Wall St. Rank held VanEck Digital Transformation ETF as of Q1 2024.

Based on SFG Wealth Management's 13F filing for Q1 2024, filed 26 Apr 2024.