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

Avondale 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
2024
Q2 		– Sell
-20
Closed -$1.54K – 124
2024
Q1 		$1.54K Buy
+20
New +$1.41K ﹤0.01% 118

Other funds holding EINC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Avondale Wealth Management's EINC Position: Q2 2024 in Review

Avondale Wealth Management sold out of VanEck Energy Income ETF (EINC) in Q2 2024, closing a stake of 20 shares — an estimated $1.54K sold.

Avondale Wealth Management first reported a position in EINC in Q1 2024 and held it in 1 quarter. The position peaked at $1.54K in Q1 2024. 26 funds tracked by Wall St. Rank hold EINC as of Q2 2024.

  • Avondale Wealth Management reported no remaining VanEck Energy Income ETF position as of Q2 2024 after selling out during the quarter.
  • Avondale Wealth Management sold 20 VanEck Energy Income ETF shares in Q2 2024, an estimated $1.54K.
  • Avondale Wealth Management first reported a position in VanEck Energy Income ETF in Q1 2024 and held it in 1 quarter.
  • Avondale Wealth Management's VanEck Energy Income ETF position peaked at $1.54K in Q1 2024.
  • 26 funds tracked by Wall St. Rank held VanEck Energy Income ETF as of Q2 2024.

Based on Avondale Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.