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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

Other funds holding DAPP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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. 38 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.
  • 38 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.