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 Q1	$438K	Buy	+11,316	New	+$456K	0.03%	286

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

Arete Wealth Advisors's EVX Position: Q1 2026 in Review

Arete Wealth Advisors opened a new position in VanEck Environmental Services ETF (EVX) in Q1 2026: 11,316 shares worth $438K. The stake represents 0.03% of the portfolio and ranks #286 among its holdings.

49 funds tracked by Wall St. Rank hold EVX as of Q1 2026.

Arete Wealth Advisors held 11,316 shares of VanEck Environmental Services ETF worth $438K as of Q1 2026.
VanEck Environmental Services ETF was a new Arete Wealth Advisors position in Q1 2026.
VanEck Environmental Services ETF made up 0.03% of Arete Wealth Advisors's portfolio in Q1 2026, its #286 holding.
49 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.