Arete Wealth Advisors
EVX icon

Arete Wealth Advisors’s VanEck Environmental Services ETF EVX Stock Holding History

Arete Wealth 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
Q2 		– Sell
-11,316
Closed -$438K – 342
2026
Q1 		$438K Buy
+11,316
New +$456K 0.03% 286

Other funds holding EVX

National Bank of Canada
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Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Capital Analysts LLC
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
PFG Investments
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Comprehensive Money Management Services
Comprehensive Money Management Services Coral Gables, Florida $159M AUM 18.94% 1-Year Est. Return

Arete Wealth Advisors's EVX Position: Q2 2026 in Review

Arete Wealth Advisors sold out of VanEck Environmental Services ETF (EVX) in Q2 2026, closing a stake of 11,316 shares — an estimated $438K sold.

Arete Wealth Advisors first reported a position in EVX in Q1 2026 and held it in 1 quarter. The position peaked at $438K in Q1 2026. 49 funds tracked by Wall St. Rank hold EVX as of Q2 2026.

  • Arete Wealth Advisors reported no remaining VanEck Environmental Services ETF position as of Q2 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 11,316 VanEck Environmental Services ETF shares in Q2 2026, an estimated $438K.
  • Arete Wealth Advisors first reported a position in VanEck Environmental Services ETF in Q1 2026 and held it in 1 quarter.
  • Arete Wealth Advisors's VanEck Environmental Services ETF position peaked at $438K in Q1 2026.
  • 49 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.