Sterling Investment Advisors (Pennsylvania)’s VanEck Low Carbon Energy ETF SMOG Stock Holding History

Sterling Investment Advisors (Pennsylvania)’s Portfolio SMOG Stock Details SMOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-500	Closed	-$62K	–	444
2022 Q2	$62K	Hold	500	–	–	0.02%	213
2022 Q1	$73K	Hold	500	–	–	0.02%	223
2021 Q4	$80K	Hold	500	–	–	0.02%	212
2021 Q3	$74K	Hold	500	–	–	0.02%	218
2021 Q2	$81K	Hold	500	–	–	0.02%	216
2021 Q1	$79K	Hold	500	–	–	0.03%	203
2020 Q4	$83K	Hold	500	–	–	0.03%	193
2020 Q3	$55K	Hold	500	–	–	0.02%	212
2020 Q2	$40K	Hold	500	–	–	0.02%	233
2020 Q1	$30K	Buy	+500	New	+$37.3K	0.02%	235

Other funds holding SMOG

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SMOG Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of VanEck Low Carbon Energy ETF (SMOG) in Q3 2022, closing a stake of 500 shares — an estimated $62K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SMOG in Q1 2020 and held it in 10 quarters. The position peaked at $83K in Q4 2020. 63 funds tracked by Wall St. Rank hold SMOG as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining VanEck Low Carbon Energy ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 500 VanEck Low Carbon Energy ETF shares in Q3 2022, an estimated $62K.
Sterling Investment Advisors (Pennsylvania) first reported a position in VanEck Low Carbon Energy ETF in Q1 2020 and held it in 10 quarters.
Sterling Investment Advisors (Pennsylvania)'s VanEck Low Carbon Energy ETF position peaked at $83K in Q4 2020.
63 funds tracked by Wall St. Rank held VanEck Low Carbon Energy ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.