Valley National Advisers’s VanEck Social Sentiment ETF BUZZ Stock Holding History

Valley National Advisers’s Portfolio BUZZ Stock Details BUZZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-41	Closed	-$1K	–	1201
2023 Q3	$1K	Hold	41	–	–	﹤0.01%	892
2023 Q2	$1K	Hold	41	–	–	﹤0.01%	856
2023 Q1	$1K	Hold	41	–	–	﹤0.01%	797
2022 Q4	$0	Hold	41	–	–	﹤0.01%	855
2022 Q3	$1K	Hold	41	–	–	﹤0.01%	820
2022 Q2	$1K	Hold	41	–	–	﹤0.01%	802
2022 Q1	$1K	Hold	41	–	–	﹤0.01%	830
2021 Q4	$1K	Hold	41	–	–	﹤0.01%	832
2021 Q3	$1K	Hold	41	–	–	﹤0.01%	804
2021 Q2	$1K	Hold	41	–	–	﹤0.01%	819
2021 Q1	$1K	Buy	+41	New	+$995	﹤0.01%	776

Other funds holding BUZZ

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

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

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Valley National Advisers's BUZZ Position: Q4 2023 in Review

Valley National Advisers sold out of VanEck Social Sentiment ETF (BUZZ) in Q4 2023, closing a stake of 41 shares — an estimated $1K sold.

Valley National Advisers first reported a position in BUZZ in Q1 2021 and held it in 11 quarters. The position peaked at $1K in Q3 2023. 41 funds tracked by Wall St. Rank hold BUZZ as of Q4 2023.

Valley National Advisers reported no remaining VanEck Social Sentiment ETF position as of Q4 2023 after selling out during the quarter.
Valley National Advisers sold 41 VanEck Social Sentiment ETF shares in Q4 2023, an estimated $1K.
Valley National Advisers first reported a position in VanEck Social Sentiment ETF in Q1 2021 and held it in 11 quarters.
Valley National Advisers's VanEck Social Sentiment ETF position peaked at $1K in Q3 2023.
41 funds tracked by Wall St. Rank held VanEck Social Sentiment ETF as of Q4 2023.

Based on Valley National Advisers's 13F filing for Q4 2023, filed 25 Jan 2024.