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Venturi Wealth Management’s Hennessy Sustainable ETF STNC Stock Holding History

Venturi Wealth Management’s Portfolio STNC Stock Details STNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-43
Closed -$1.3K – 1659
2024
Q4 		$1.3K Hold
43
– – ﹤0.01% 1893
2024
Q3 		$1.35K Hold
43
– – ﹤0.01% 1733
2024
Q2 		$1.26K Hold
43
– – ﹤0.01% 1436
2024
Q1 		$1.3K Buy
+43
New +$1.24K ﹤0.01% 1310

Other funds holding STNC

RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
SC
Stance Capital Boston, Massachusetts $206M AUM 22.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Venturi Wealth Management's STNC Position: Q1 2025 in Review

Venturi Wealth Management sold out of Hennessy Sustainable ETF (STNC) in Q1 2025, closing a stake of 43 shares — an estimated $1.3K sold.

Venturi Wealth Management first reported a position in STNC in Q1 2024 and held it in 4 quarters. The position peaked at $1.35K in Q3 2024. 20 funds tracked by Wall St. Rank hold STNC as of Q1 2025.

  • Venturi Wealth Management reported no remaining Hennessy Sustainable ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 43 Hennessy Sustainable ETF shares in Q1 2025, an estimated $1.3K.
  • Venturi Wealth Management first reported a position in Hennessy Sustainable ETF in Q1 2024 and held it in 4 quarters.
  • Venturi Wealth Management's Hennessy Sustainable ETF position peaked at $1.35K in Q3 2024.
  • 20 funds tracked by Wall St. Rank held Hennessy Sustainable ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.