WealthPLAN Partners’s VanEck Digital Native Economy ETF GENZ Stock Holding History

WealthPLAN Partners’s Portfolio GENZ Stock Details GENZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-15	Closed	-$679	–	396
2023 Q2	$679	Hold	15	–	–	﹤0.01%	1160
2023 Q1	$674	Buy	+15	New	+$643	﹤0.01%	1232

Other funds holding GENZ

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthPLAN Partners's GENZ Position: Q3 2023 in Review

WealthPLAN Partners sold out of VanEck Digital Native Economy ETF (GENZ) in Q3 2023, closing a stake of 15 shares — an estimated $679 sold.

WealthPLAN Partners first reported a position in GENZ in Q1 2023 and held it in 2 quarters. The position peaked at $679 in Q2 2023. 36 funds tracked by Wall St. Rank hold GENZ as of Q3 2023.

WealthPLAN Partners reported no remaining VanEck Digital Native Economy ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 15 VanEck Digital Native Economy ETF shares in Q3 2023, an estimated $679.
WealthPLAN Partners first reported a position in VanEck Digital Native Economy ETF in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's VanEck Digital Native Economy ETF position peaked at $679 in Q2 2023.
36 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.