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WealthPlan Investment Management’s VanEck Low Carbon Energy ETF SMOG Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-709
Closed -$86.6K – 319
2023
Q2 		$86.6K Hold
709
– – 0.03% 163
2023
Q1 		$86.2K Buy
+709
New +$83.2K 0.01% 208

Other funds holding SMOG

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MD
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
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WealthPlan Investment Management's SMOG Position: Q3 2023 in Review

WealthPlan Investment Management sold out of VanEck Low Carbon Energy ETF (SMOG) in Q3 2023, closing a stake of 709 shares — an estimated $86.6K sold.

WealthPlan Investment Management first reported a position in SMOG in Q1 2023 and held it in 2 quarters. The position peaked at $86.6K in Q2 2023. 59 funds tracked by Wall St. Rank hold SMOG as of Q3 2023.

  • WealthPlan Investment Management reported no remaining VanEck Low Carbon Energy ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 709 VanEck Low Carbon Energy ETF shares in Q3 2023, an estimated $86.6K.
  • WealthPlan Investment Management first reported a position in VanEck Low Carbon Energy ETF in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's VanEck Low Carbon Energy ETF position peaked at $86.6K in Q2 2023.
  • 59 funds tracked by Wall St. Rank held VanEck Low Carbon Energy ETF as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.