Aptus Capital Advisors’s VanEck Environmental Services ETF EVX Stock Holding History

Aptus Capital Advisors’s Portfolio EVX Stock Details EVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.2K	Sell	729 -3	-0.4%	-$121	﹤0.01%	1351
2025 Q4	$28K	Hold	732	–	–	﹤0.01%	1372
2025 Q3	$28.5K	Buy	732 +132	+22%	+$5.14K	﹤0.01%	1305
2025 Q2	$23K	Hold	600	–	–	﹤0.01%	1263
2025 Q1	$21.3K	Hold	600	–	–	﹤0.01%	1195
2024 Q4	$20.6K	Hold	600	–	–	﹤0.01%	1209
2024 Q3	$21.7K	Hold	600	–	–	﹤0.01%	1027
2024 Q2	$20.5K	Hold	600	–	–	﹤0.01%	970
2024 Q1	$20.1K	Hold	600	–	–	﹤0.01%	968
2023 Q4	$18.3K	Hold	600	–	–	﹤0.01%	752
2023 Q3	$17.2K	Hold	600	–	–	﹤0.01%	759
2023 Q2	$19.4K	Hold	600	–	–	﹤0.01%	656
2023 Q1	$17.5K	Buy	+600	New	+$17.1K	﹤0.01%	646
2021 Q3	–	Sell	-600	Closed	-$17K	–	556
2021 Q2	$17K	Buy	+600	New	+$16.8K	﹤0.01%	469
2020 Q4	–	Sell	-600	Closed	-$11K	–	484
2020 Q3	$11K	Hold	600	–	–	﹤0.01%	409
2020 Q2	$11K	Hold	600	–	–	﹤0.01%	367
2020 Q1	$9K	Hold	600	–	–	﹤0.01%	363
2019 Q4	$12K	Hold	600	–	–	﹤0.01%	450
2019 Q3	$12K	Buy	+600	New	+$12.4K	﹤0.01%	435

Other funds holding EVX

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

CMMS

Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return

Aptus Capital Advisors's EVX Position: Q1 2026 in Review

Aptus Capital Advisors reduced its VanEck Environmental Services ETF (EVX) stake by 0.41% in Q1 2026, selling an estimated $121 and leaving 729 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Aptus Capital Advisors first reported a position in EVX in Q3 2019 and has held it in 19 quarters since. The position peaked at $28.5K in Q3 2025. 49 funds tracked by Wall St. Rank hold EVX as of Q1 2026.

Aptus Capital Advisors held 729 shares of VanEck Environmental Services ETF worth $28.2K as of Q1 2026.
Aptus Capital Advisors sold 3 VanEck Environmental Services ETF shares in Q1 2026, an estimated $121.
VanEck Environmental Services ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1351 holding.
Aptus Capital Advisors first reported a position in VanEck Environmental Services ETF in Q3 2019 and has held it in 19 quarters since.
Aptus Capital Advisors's VanEck Environmental Services ETF position peaked at $28.5K in Q3 2025.
49 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.