WIM
EMET

WealthPlan Investment Management’s VanEck Copper and Electrification Metals ETF EMET Stock Holding History

WealthPlan Investment 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
2023
Q2 		– Sell
-317
Closed -$8.99K – 407
2023
Q1 		$8.99K Buy
+317
New +$9.54K ﹤0.01% 331

Other funds holding EMET

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthPlan Investment Management's EMET Position: Q2 2023 in Review

WealthPlan Investment Management sold out of VanEck Copper and Electrification Metals ETF (EMET) in Q2 2023, closing a stake of 317 shares — an estimated $8.99K sold.

WealthPlan Investment Management first reported a position in EMET in Q1 2023 and held it in 1 quarter. The position peaked at $8.99K in Q1 2023. 12 funds tracked by Wall St. Rank hold EMET as of Q2 2023.

  • WealthPlan Investment Management reported no remaining VanEck Copper and Electrification Metals ETF position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 317 VanEck Copper and Electrification Metals ETF shares in Q2 2023, an estimated $8.99K.
  • WealthPlan Investment Management first reported a position in VanEck Copper and Electrification Metals ETF in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's VanEck Copper and Electrification Metals ETF position peaked at $8.99K in Q1 2023.
  • 12 funds tracked by Wall St. Rank held VanEck Copper and Electrification Metals ETF as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.