Tradition Wealth Management’s VanEck Copper and Electrification Metals ETF EMET Stock Holding History

Tradition Wealth Management’s Portfolio EMET Stock Details EMET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,551	Closed	-$38K	–	708
2023 Q4	$38K	Buy	1,551 +31	+2%	+$717	﹤0.01%	689
2023 Q3	$38K	Hold	1,520	–	–	﹤0.01%	673
2023 Q2	$41K	Hold	1,520	–	–	﹤0.01%	688
2023 Q1	$43K	Hold	1,520	–	–	0.01%	649
2022 Q4	$43K	Buy	1,520 +37	+2%	+$1.07K	0.01%	570
2022 Q3	$39K	Hold	1,483	–	–	0.01%	576
2022 Q2	$44K	Buy	+1,483	New	+$48.3K	0.01%	482

Other funds holding EMET

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

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

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

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

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

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

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

Tradition Wealth Management's EMET Position: Q1 2024 in Review

Tradition Wealth Management sold out of VanEck Copper and Electrification Metals ETF (EMET) in Q1 2024, closing a stake of 1,551 shares — an estimated $38K sold.

Tradition Wealth Management first reported a position in EMET in Q2 2022 and held it in 7 quarters. The position peaked at $44K in Q2 2022. 11 funds tracked by Wall St. Rank hold EMET as of Q1 2024.

Tradition Wealth Management reported no remaining VanEck Copper and Electrification Metals ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,551 VanEck Copper and Electrification Metals ETF shares in Q1 2024, an estimated $38K.
Tradition Wealth Management first reported a position in VanEck Copper and Electrification Metals ETF in Q2 2022 and held it in 7 quarters.
Tradition Wealth Management's VanEck Copper and Electrification Metals ETF position peaked at $44K in Q2 2022.
11 funds tracked by Wall St. Rank held VanEck Copper and Electrification Metals ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.