SWA
BUZZ icon

SOA Wealth Advisors’s VanEck Social Sentiment ETF BUZZ Stock Holding History

SOA Wealth Advisors’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
2024
Q2 		– Sell
-32
Closed -$686 – 861
2024
Q1 		$686 Hold
32
– – ﹤0.01% 790
2023
Q4 		$598 Hold
32
– – ﹤0.01% 791
2023
Q3 		$493 Hold
32
– – ﹤0.01% 823
2023
Q2 		$525 Hold
32
– – ﹤0.01% 829
2023
Q1 		$477 Hold
32
– – ﹤0.01% 847
2022
Q4 		$389 Hold
32
– – ﹤0.01% 861
2022
Q3 		$0 Hold
32
– – ﹤0.01% 837
2022
Q2 		$0 Hold
32
– – ﹤0.01% 826
2022
Q1 		$0 Buy
+32
New +$614 ﹤0.01% 905

Other funds holding BUZZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

SOA Wealth Advisors's BUZZ Position: Q2 2024 in Review

SOA Wealth Advisors sold out of VanEck Social Sentiment ETF (BUZZ) in Q2 2024, closing a stake of 32 shares — an estimated $686 sold.

SOA Wealth Advisors first reported a position in BUZZ in Q1 2022 and held it in 9 quarters. The position peaked at $686 in Q1 2024. 36 funds tracked by Wall St. Rank hold BUZZ as of Q2 2024.

  • SOA Wealth Advisors reported no remaining VanEck Social Sentiment ETF position as of Q2 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 32 VanEck Social Sentiment ETF shares in Q2 2024, an estimated $686.
  • SOA Wealth Advisors first reported a position in VanEck Social Sentiment ETF in Q1 2022 and held it in 9 quarters.
  • SOA Wealth Advisors's VanEck Social Sentiment ETF position peaked at $686 in Q1 2024.
  • 36 funds tracked by Wall St. Rank held VanEck Social Sentiment ETF as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.