Cape Investment Advisory’s VanEck Steel ETF SLX Stock Holding History

Cape Investment Advisory’s Portfolio SLX Stock Details SLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-80	Closed	-$6.79K	–	1036
2025 Q4	$6.79K	Buy	+80	New	+$6.35K	﹤0.01%	837

Other funds holding SLX

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cape Investment Advisory's SLX Position: Q1 2026 in Review

Cape Investment Advisory sold out of VanEck Steel ETF (SLX) in Q1 2026, closing a stake of 80 shares — an estimated $6.79K sold.

Cape Investment Advisory first reported a position in SLX in Q4 2025 and held it in 1 quarter. The position peaked at $6.79K in Q4 2025. 57 funds tracked by Wall St. Rank hold SLX as of Q1 2026.

Cape Investment Advisory reported no remaining VanEck Steel ETF position as of Q1 2026 after selling out during the quarter.
Cape Investment Advisory sold 80 VanEck Steel ETF shares in Q1 2026, an estimated $6.79K.
Cape Investment Advisory first reported a position in VanEck Steel ETF in Q4 2025 and held it in 1 quarter.
Cape Investment Advisory's VanEck Steel ETF position peaked at $6.79K in Q4 2025.
57 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.