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WealthShield Partners’s VanEck Low Carbon Energy ETF SMOG Stock Holding History

WealthShield Partners’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
2024
Q1 		– Sell
-254
Closed -$28.1K – 510
2023
Q4 		$28.1K Sell
254
-57
-18% -$5.82K ﹤0.01% 392
2023
Q3 		$32.6K Hold
311
– – ﹤0.01% 390
2023
Q2 		$38K Sell
311
-10
-3% -$1.18K 0.01% 395
2023
Q1 		$39K Buy
+321
New +$37.6K 0.01% 388

Other funds holding SMOG

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

WealthShield Partners's SMOG Position: Q1 2024 in Review

WealthShield Partners sold out of VanEck Low Carbon Energy ETF (SMOG) in Q1 2024, closing a stake of 254 shares — an estimated $28.1K sold.

WealthShield Partners first reported a position in SMOG in Q1 2023 and held it in 4 quarters. The position peaked at $39K in Q1 2023. 61 funds tracked by Wall St. Rank hold SMOG as of Q1 2024.

  • WealthShield Partners reported no remaining VanEck Low Carbon Energy ETF position as of Q1 2024 after selling out during the quarter.
  • WealthShield Partners sold 254 VanEck Low Carbon Energy ETF shares in Q1 2024, an estimated $28.1K.
  • WealthShield Partners first reported a position in VanEck Low Carbon Energy ETF in Q1 2023 and held it in 4 quarters.
  • WealthShield Partners's VanEck Low Carbon Energy ETF position peaked at $39K in Q1 2023.
  • 61 funds tracked by Wall St. Rank held VanEck Low Carbon Energy ETF as of Q1 2024.

Based on WealthShield Partners's 13F filing for Q1 2024, filed 29 Apr 2024.