WFG Advisors’s VanEck Digital Native Economy ETF GENZ Stock Holding History

WFG Advisors’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
2015 Q3	–	Sell	-754	Closed	-$26K	–	1616
2015 Q2	$26K	Hold	754	–	–	0.01%	899
2015 Q1	$28K	Hold	754	–	–	0.01%	899
2014 Q4	$29K	Hold	754	–	–	0.01%	1093
2014 Q3	$33K	Hold	754	–	–	0.01%	1064
2014 Q2	$38K	Sell	754 -61	-7%	-$3.04K	0.01%	1019
2014 Q1	$42K	Hold	815	–	–	0.01%	973
2013 Q4	$44K	Hold	815	–	–	0.01%	1044
2013 Q3	$39K	Sell	815 -45	-5%	-$1.96K	0.01%	1014
2013 Q2	$35K	Buy	+860	New	+$35.6K	0.01%	1015

Other funds holding GENZ

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

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

WFG Advisors's GENZ Position: Q3 2015 in Review

WFG Advisors sold out of VanEck Digital Native Economy ETF (GENZ) in Q3 2015, closing a stake of 754 shares — an estimated $26K sold.

WFG Advisors first reported a position in GENZ in Q2 2013 and held it in 9 quarters. The position peaked at $44K in Q4 2013. 15 funds tracked by Wall St. Rank hold GENZ as of Q3 2015.

WFG Advisors reported no remaining VanEck Digital Native Economy ETF position as of Q3 2015 after selling out during the quarter.
WFG Advisors sold 754 VanEck Digital Native Economy ETF shares in Q3 2015, an estimated $26K.
WFG Advisors first reported a position in VanEck Digital Native Economy ETF in Q2 2013 and held it in 9 quarters.
WFG Advisors's VanEck Digital Native Economy ETF position peaked at $44K in Q4 2013.
15 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q3 2015.

Based on WFG Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.