United Capital Financial Advisors’s VanEck Low Carbon Energy ETF SMOG Stock Holding History

United Capital Financial Advisors’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	-1,693	Closed	-$211K	–	1145
2022 Q2	$211K	Hold	1,693	–	–	﹤0.01%	1046
2022 Q1	$246K	Sell	1,693 -55	-3%	-$7.68K	﹤0.01%	1060
2021 Q4	$280K	Buy	1,748 +35	+2%	+$5.74K	﹤0.01%	1048
2021 Q3	$255K	Buy	1,713 +1	+0.1%	+$158	﹤0.01%	1064
2021 Q2	$276K	Sell	1,712 -18	-1%	-$2.72K	﹤0.01%	1048
2021 Q1	$272K	Hold	1,730	–	–	﹤0.01%	1013
2020 Q4	$286K	Buy	+1,730	New	+$234K	﹤0.01%	1015

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

United Capital Financial Advisors's SMOG Position: Q3 2022 in Review

United Capital Financial Advisors sold out of VanEck Low Carbon Energy ETF (SMOG) in Q3 2022, closing a stake of 1,693 shares — an estimated $211K sold.

United Capital Financial Advisors first reported a position in SMOG in Q4 2020 and held it in 7 quarters. The position peaked at $286K in Q4 2020. 63 funds tracked by Wall St. Rank hold SMOG as of Q3 2022.

United Capital Financial Advisors reported no remaining VanEck Low Carbon Energy ETF position as of Q3 2022 after selling out during the quarter.
United Capital Financial Advisors sold 1,693 VanEck Low Carbon Energy ETF shares in Q3 2022, an estimated $211K.
United Capital Financial Advisors first reported a position in VanEck Low Carbon Energy ETF in Q4 2020 and held it in 7 quarters.
United Capital Financial Advisors's VanEck Low Carbon Energy ETF position peaked at $286K in Q4 2020.
63 funds tracked by Wall St. Rank held VanEck Low Carbon Energy ETF as of Q3 2022.

Based on United Capital Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.