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Baldwin Wealth Partners’s VanEck Energy Income ETF EINC Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-377
Closed -$32K – 469
2024
Q3 		$32K Hold
377
– – ﹤0.01% 623
2024
Q2 		$30K Hold
377
– – ﹤0.01% 422
2024
Q1 		$29K Sell
377
-250
-40% -$17.6K ﹤0.01% 445
2023
Q4 		$43K Buy
+627
New +$41.8K ﹤0.01% 390

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

Baldwin Wealth Partners's EINC Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of VanEck Energy Income ETF (EINC) in Q4 2024, closing a stake of 377 shares — an estimated $32K sold.

Baldwin Wealth Partners first reported a position in EINC in Q4 2023 and held it in 4 quarters. The position peaked at $43K in Q4 2023. 30 funds tracked by Wall St. Rank hold EINC as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining VanEck Energy Income ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 377 VanEck Energy Income ETF shares in Q4 2024, an estimated $32K.
  • Baldwin Wealth Partners first reported a position in VanEck Energy Income ETF in Q4 2023 and held it in 4 quarters.
  • Baldwin Wealth Partners's VanEck Energy Income ETF position peaked at $43K in Q4 2023.
  • 30 funds tracked by Wall St. Rank held VanEck Energy Income ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.