SS
GENZ

Sunbelt Securities’s VanEck Digital Native Economy ETF GENZ Stock Holding History

Sunbelt Securities’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
Q1 		– Sell
-101
Closed -$4.27K – 1740
2023
Q4 		$4.27K Hold
101
– – ﹤0.01% 1338
2023
Q3 		$4.01K Hold
101
– – ﹤0.01% 1350
2023
Q2 		$4.52K Hold
101
– – ﹤0.01% 1343
2023
Q1 		$4.43K Buy
+101
New +$4.33K ﹤0.01% 1320

Other funds holding GENZ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return

Sunbelt Securities's GENZ Position: Q1 2024 in Review

Sunbelt Securities sold out of VanEck Digital Native Economy ETF (GENZ) in Q1 2024, closing a stake of 101 shares — an estimated $4.27K sold.

Sunbelt Securities first reported a position in GENZ in Q1 2023 and held it in 4 quarters. The position peaked at $4.52K in Q2 2023. 30 funds tracked by Wall St. Rank hold GENZ as of Q1 2024.

  • Sunbelt Securities reported no remaining VanEck Digital Native Economy ETF position as of Q1 2024 after selling out during the quarter.
  • Sunbelt Securities sold 101 VanEck Digital Native Economy ETF shares in Q1 2024, an estimated $4.27K.
  • Sunbelt Securities first reported a position in VanEck Digital Native Economy ETF in Q1 2023 and held it in 4 quarters.
  • Sunbelt Securities's VanEck Digital Native Economy ETF position peaked at $4.52K in Q2 2023.
  • 30 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q1 2024.

Based on Sunbelt Securities's 13F filing for Q1 2024, filed 15 Apr 2024.