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 $1.57B AUM 25.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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 $120B AUM 27.84% 1-Year Est. Return

Sowell Financial Services's GENZ Position: Q2 2021 in Review

Sowell Financial Services sold out of VanEck Digital Native Economy ETF (GENZ) in Q2 2021, closing a stake of 1,946 shares — an estimated $105K sold.

Sowell Financial Services first reported a position in GENZ in Q4 2020 and held it in 2 quarters. The position peaked at $105K in Q1 2021. 49 funds tracked by Wall St. Rank hold GENZ as of Q2 2021.

  • Sowell Financial Services reported no remaining VanEck Digital Native Economy ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,946 VanEck Digital Native Economy ETF shares in Q2 2021, an estimated $105K.
  • Sowell Financial Services first reported a position in VanEck Digital Native Economy ETF in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's VanEck Digital Native Economy ETF position peaked at $105K in Q1 2021.
  • 49 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.