SFS
GENZ

Sowell Financial Services’s VanEck Digital Native Economy ETF GENZ Stock Holding History

Sowell Financial Services’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
-1,946
Closed -$105K – 783
2021
Q1 		$105K Buy
1,946
+1,746
+873% +$89.4K ﹤0.01% 1343
2020
Q4 		$9K Buy
+200
New +$8.48K ﹤0.01% 2051

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 $1.46B AUM 21.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $388M AUM 51.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return