AFG
EINC icon

Atomi Financial Group’s VanEck Energy Income ETF EINC Stock Holding History

Atomi Financial Group’s Portfolio EINC Stock Details EINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,007
Closed -$501K – 1132
2025
Q1 		$501K Buy
5,007
+578
+13% +$56.7K 0.02% 537
2024
Q4 		$417K Buy
4,429
+14
+0.3% +$1.3K 0.02% 555
2024
Q3 		$374K Sell
4,415
-7
-0.2% -$575 0.02% 573
2024
Q2 		$352K Buy
+4,422
New +$339K 0.03% 526

Other funds holding EINC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
IW
IronOak Wealth Cedar Park, Texas $103M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Atomi Financial Group's EINC Position: Q2 2025 in Review

Atomi Financial Group sold out of VanEck Energy Income ETF (EINC) in Q2 2025, closing a stake of 5,007 shares — an estimated $501K sold.

Atomi Financial Group first reported a position in EINC in Q2 2024 and held it in 4 quarters. The position peaked at $501K in Q1 2025. 32 funds tracked by Wall St. Rank hold EINC as of Q2 2025.

  • Atomi Financial Group reported no remaining VanEck Energy Income ETF position as of Q2 2025 after selling out during the quarter.
  • Atomi Financial Group sold 5,007 VanEck Energy Income ETF shares in Q2 2025, an estimated $501K.
  • Atomi Financial Group first reported a position in VanEck Energy Income ETF in Q2 2024 and held it in 4 quarters.
  • Atomi Financial Group's VanEck Energy Income ETF position peaked at $501K in Q1 2025.
  • 32 funds tracked by Wall St. Rank held VanEck Energy Income ETF as of Q2 2025.

Based on Atomi Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.