SWIM
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Smallwood Wealth Investment Management’s VanEck Social Sentiment ETF BUZZ Stock Holding History

Smallwood Wealth Investment Management’s Portfolio BUZZ Stock Details BUZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.87K Hold
212
– – ﹤0.01% 346
2026
Q1 		$6.13K Hold
212
– – ﹤0.01% 357
2025
Q4 		$6.92K Hold
212
– – ﹤0.01% 338
2025
Q3 		$7.66K Buy
+212
New +$6.91K ﹤0.01% 330

Other funds holding BUZZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KFA
Kapstone Financial Advisors Lebanon, Ohio $239M AUM 22.77% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Smallwood Wealth Investment Management's BUZZ Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its VanEck Social Sentiment ETF (BUZZ) position steady in Q2 2026 at 212 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Smallwood Wealth Investment Management first reported a position in BUZZ in Q3 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold BUZZ as of Q2 2026.

  • Smallwood Wealth Investment Management held 212 shares of VanEck Social Sentiment ETF worth $7.87K as of Q2 2026.
  • Smallwood Wealth Investment Management left its VanEck Social Sentiment ETF share count unchanged in Q2 2026.
  • VanEck Social Sentiment ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #346 holding.
  • Smallwood Wealth Investment Management first reported a position in VanEck Social Sentiment ETF in Q3 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held VanEck Social Sentiment ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.