Tradition Wealth Management’s VanEck Low Carbon Energy ETF SMOG Stock Holding History

Tradition Wealth Management’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
2024 Q1	–	Sell	-32	Closed	-$4K	–	1054
2023 Q4	$4K	Hold	32	–	–	﹤0.01%	1198
2023 Q3	$3K	Hold	32	–	–	﹤0.01%	1334
2023 Q2	$4K	Hold	32	–	–	﹤0.01%	1289
2023 Q1	$4K	Hold	32	–	–	﹤0.01%	1223
2022 Q4	$3K	Sell	32 -19	-37%	-$2.18K	﹤0.01%	1129
2022 Q3	$6K	Hold	51	–	–	﹤0.01%	1045
2022 Q2	$6K	Hold	51	–	–	﹤0.01%	928
2022 Q1	$7K	Sell	51 -20	-28%	-$2.79K	﹤0.01%	981
2021 Q4	$11K	Hold	71	–	–	﹤0.01%	900
2021 Q3	$11K	Hold	71	–	–	﹤0.01%	893
2021 Q2	$11K	Sell	71 -4	-5%	-$605	﹤0.01%	929
2021 Q1	$12K	Hold	75	–	–	﹤0.01%	746
2020 Q4	$12K	Buy	+75	New	+$10.2K	﹤0.01%	694

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FDCDDQ

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

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

Tradition Wealth Management sold out of VanEck Low Carbon Energy ETF (SMOG) in Q1 2024, closing a stake of 32 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in SMOG in Q4 2020 and held it in 13 quarters. The position peaked at $12K in Q1 2021. 61 funds tracked by Wall St. Rank hold SMOG as of Q1 2024.

Tradition Wealth Management reported no remaining VanEck Low Carbon Energy ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 32 VanEck Low Carbon Energy ETF shares in Q1 2024, an estimated $4K.
Tradition Wealth Management first reported a position in VanEck Low Carbon Energy ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's VanEck Low Carbon Energy ETF position peaked at $12K in Q1 2021.
61 funds tracked by Wall St. Rank held VanEck Low Carbon Energy ETF as of Q1 2024.

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