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 Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

SWM

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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

CMMS

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. 48 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.
48 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.