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

Stifel Financial’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
2024 Q2	–	Sell	-18,058	Closed	-$775K	–	3371
2024 Q1	$775K	Buy	18,058 +7,615	+73%	+$326K	﹤0.01%	2344
2023 Q4	$442K	Buy	+10,443	New	+$416K	﹤0.01%	2633
2022 Q4	–	Sell	-7,962	Closed	-$259K	–	3290
2022 Q3	$259K	Sell	7,962 -10,950	-58%	-$386K	﹤0.01%	2811
2022 Q2	$641K	Sell	18,912 -692	-4%	-$24.9K	﹤0.01%	2319
2022 Q1	$781K	Buy	+19,604	New	+$813K	﹤0.01%	2287
2021 Q3	–	Sell	-33,722	Closed	-$1.79M	–	3339
2021 Q2	$1.79M	Buy	33,722 +1,508	+5%	+$81.7K	﹤0.01%	1690
2021 Q1	$1.72M	Buy	32,214 +4,787	+17%	+$245K	﹤0.01%	1603
2020 Q4	$1.28M	Sell	27,427 -43	-0.2%	-$1.82K	﹤0.01%	1667
2020 Q3	$1.07M	Buy	27,470 +7,557	+38%	+$278K	﹤0.01%	1576
2020 Q2	$663K	Buy	+19,913	New	+$638K	﹤0.01%	1833

Other funds holding GENZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial's GENZ Position: Q2 2024 in Review

Stifel Financial sold out of VanEck Digital Native Economy ETF (GENZ) in Q2 2024, closing a stake of 18,058 shares — an estimated $775K sold.

Stifel Financial first reported a position in GENZ in Q2 2020 and held it in 10 quarters. The position peaked at $1.79M in Q2 2021. 32 funds tracked by Wall St. Rank hold GENZ as of Q2 2024.

Stifel Financial reported no remaining VanEck Digital Native Economy ETF position as of Q2 2024 after selling out during the quarter.
Stifel Financial sold 18,058 VanEck Digital Native Economy ETF shares in Q2 2024, an estimated $775K.
Stifel Financial first reported a position in VanEck Digital Native Economy ETF in Q2 2020 and held it in 10 quarters.
Stifel Financial's VanEck Digital Native Economy ETF position peaked at $1.79M in Q2 2021.
32 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q2 2024.

Based on Stifel Financial's 13F filing for Q2 2024, filed 13 Aug 2024.