Capital Advisors Ltd’s VanEck Environmental Services ETF EVX Stock Holding History

Capital Advisors Ltd’s Portfolio EVX Stock Details EVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-730	Closed	-$22K	–	1411
2023 Q4	$22K	Hold	730	–	–	﹤0.01%	551
2023 Q3	$21K	Hold	730	–	–	﹤0.01%	547
2023 Q2	$24K	Hold	730	–	–	﹤0.01%	533
2023 Q1	$21K	Hold	730	–	–	﹤0.01%	455
2022 Q4	$20K	Hold	730	–	–	﹤0.01%	463
2022 Q3	$19K	Hold	730	–	–	﹤0.01%	454
2022 Q2	$19K	Hold	730	–	–	﹤0.01%	441
2022 Q1	$22K	Hold	730	–	–	﹤0.01%	434
2021 Q4	$22K	Hold	730	–	–	﹤0.01%	425
2021 Q3	$21K	Hold	730	–	–	﹤0.01%	379
2021 Q2	$21K	Hold	730	–	–	﹤0.01%	361
2021 Q1	$19K	Hold	730	–	–	﹤0.01%	355
2020 Q4	$18K	Hold	730	–	–	﹤0.01%	348
2020 Q3	$15K	Hold	730	–	–	﹤0.01%	354
2020 Q2	$14K	Hold	730	–	–	﹤0.01%	351
2020 Q1	$11K	Hold	730	–	–	﹤0.01%	355
2019 Q4	$16K	Hold	730	–	–	﹤0.01%	320
2019 Q3	$15K	Hold	730	–	–	﹤0.01%	324
2019 Q2	$15K	Hold	730	–	–	﹤0.01%	358
2019 Q1	$14K	Hold	730	–	–	﹤0.01%	354
2018 Q4	$12K	Hold	730	–	–	﹤0.01%	366
2018 Q3	$14K	Hold	730	–	–	﹤0.01%	390
2018 Q2	$13K	Hold	730	–	–	﹤0.01%	317
2018 Q1	$12K	Hold	730	–	–	﹤0.01%	311
2017 Q4	$13K	Hold	730	–	–	﹤0.01%	310
2017 Q3	$13K	Hold	730	–	–	﹤0.01%	312
2017 Q2	$12K	Hold	730	–	–	﹤0.01%	316
2017 Q1	$11K	Hold	730	–	–	﹤0.01%	298
2016 Q4	$11K	Hold	730	–	–	﹤0.01%	290
2016 Q3	$10K	Hold	730	–	–	﹤0.01%	290
2016 Q2	$10K	Hold	730	–	–	﹤0.01%	275
2016 Q1	$9K	Hold	730	–	–	﹤0.01%	275
2015 Q4	$9K	Hold	730	–	–	﹤0.01%	266
2015 Q3	$8K	Hold	730	–	–	﹤0.01%	271
2015 Q2	$9K	Hold	730	–	–	﹤0.01%	284
2015 Q1	$9K	Hold	730	–	–	﹤0.01%	267
2014 Q4	$10K	Hold	730	–	–	0.01%	252
2014 Q3	$9K	Hold	730	–	–	0.01%	260
2014 Q2	$10K	Hold	730	–	–	0.01%	264
2014 Q1	$10K	Hold	730	–	–	0.01%	266
2013 Q4	$10K	Buy	+730	New	+$9.38K	0.01%	232

Other funds holding EVX

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

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

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

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

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

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

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

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Capital Advisors Ltd's EVX Position: Q1 2024 in Review

Capital Advisors Ltd sold out of VanEck Environmental Services ETF (EVX) in Q1 2024, closing a stake of 730 shares — an estimated $22K sold.

Capital Advisors Ltd first reported a position in EVX in Q4 2013 and held it in 41 quarters. The position peaked at $24K in Q2 2023. 39 funds tracked by Wall St. Rank hold EVX as of Q1 2024.

Capital Advisors Ltd reported no remaining VanEck Environmental Services ETF position as of Q1 2024 after selling out during the quarter.
Capital Advisors Ltd sold 730 VanEck Environmental Services ETF shares in Q1 2024, an estimated $22K.
Capital Advisors Ltd first reported a position in VanEck Environmental Services ETF in Q4 2013 and held it in 41 quarters.
Capital Advisors Ltd's VanEck Environmental Services ETF position peaked at $24K in Q2 2023.
39 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2024.

Based on Capital Advisors Ltd's 13F filing for Q1 2024, filed 18 Apr 2024.