Avior Wealth Management’s VanEck Energy Income ETF EINC Stock Holding History

Avior Wealth Management’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 Q1	–	Sell	-15	Closed	-$1.5K	–	1202
2024 Q4	$1.5K	Hold	15	–	–	﹤0.01%	2159
2024 Q3	$1.34K	Hold	15	–	–	﹤0.01%	2040
2024 Q2	$1.25K	Hold	15	–	–	﹤0.01%	2006
2024 Q1	$1.19K	Hold	15	–	–	﹤0.01%	2369
2023 Q4	$1.05K	Hold	15	–	–	﹤0.01%	1371
2023 Q3	$989	Buy	15 +1	+7%	+$65	﹤0.01%	1445
2023 Q2	$961	Hold	14	–	–	﹤0.01%	1416
2023 Q1	$903	Hold	14	–	–	﹤0.01%	1467
2022 Q4	$907	Hold	14	–	–	﹤0.01%	1130
2022 Q3	$0	Hold	14	–	–	﹤0.01%	1188
2022 Q2	$0	Hold	14	–	–	﹤0.01%	1111
2022 Q1	$0	Hold	14	–	–	﹤0.01%	1137
2021 Q4	$0	Hold	14	–	–	﹤0.01%	1126
2021 Q3	$0	Hold	14	–	–	﹤0.01%	1084
2021 Q2	$0	Hold	14	–	–	﹤0.01%	1061
2021 Q1	$0	Buy	14 +1	+8%	+$46	﹤0.01%	1038
2020 Q4	$0	Hold	13	–	–	﹤0.01%	1001
2020 Q3	$0	Hold	13	–	–	﹤0.01%	950
2020 Q2	$0	Buy	+13	New	+$468	﹤0.01%	921

Other funds holding EINC

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

Avior Wealth Management's EINC Position: Q1 2025 in Review

Avior Wealth Management sold out of VanEck Energy Income ETF (EINC) in Q1 2025, closing a stake of 15 shares — an estimated $1.5K sold.

Avior Wealth Management first reported a position in EINC in Q2 2020 and held it in 19 quarters. The position peaked at $1.5K in Q4 2024. 31 funds tracked by Wall St. Rank hold EINC as of Q1 2025.

Avior Wealth Management reported no remaining VanEck Energy Income ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 15 VanEck Energy Income ETF shares in Q1 2025, an estimated $1.5K.
Avior Wealth Management first reported a position in VanEck Energy Income ETF in Q2 2020 and held it in 19 quarters.
Avior Wealth Management's VanEck Energy Income ETF position peaked at $1.5K in Q4 2024.
31 funds tracked by Wall St. Rank held VanEck Energy Income ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.