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Capital Analysts LLC’s VanEck Environmental Services ETF EVX Stock Holding History

Capital Analysts LLC’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
2026
Q2 		$1.29M Buy
31,405
+4,326
+16% +$172K 0.03% 328
2026
Q1 		$1.05M Buy
27,079
+1,196
+5% +$48.2K 0.03% 331
2025
Q4 		$989K Buy
25,883
+2,008
+8% +$76.8K 0.03% 318
2025
Q3 		$930K Buy
23,875
+55
+0.2% +$2.14K 0.03% 323
2025
Q2 		$912K Buy
23,820
+995
+4% +$36.1K 0.03% 294
2025
Q1 		$809K Sell
22,825
-160
-0.7% -$5.66K 0.03% 293
2024
Q4 		$788K Buy
22,985
+1,460
+7% +$53.4K 0.03% 270
2024
Q3 		$777K Buy
21,525
+4,250
+25% +$149K 0.03% 271
2024
Q2 		$589K Buy
17,275
+915
+6% +$30.3K 0.03% 308
2024
Q1 		$548K Buy
16,360
+605
+4% +$18.8K 0.03% 306
2023
Q4 		$480K Buy
15,755
+9,135
+138% +$263K 0.02% 319
2023
Q3 		$190K Buy
+6,620
New +$207K 0.01% 400

Other funds holding EVX

National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
CMMS
Comprehensive Money Management Services Coral Gables, Florida $159M AUM 18.94% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return

Capital Analysts LLC's EVX Position: Q2 2026 in Review

Capital Analysts LLC increased its VanEck Environmental Services ETF (EVX) stake by 16% in Q2 2026, buying an estimated $172K and bringing the position to 31,405 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #328.

Capital Analysts LLC first reported a position in EVX in Q3 2023 and has held it in 12 quarters since. 48 funds tracked by Wall St. Rank hold EVX as of Q2 2026.

  • Capital Analysts LLC held 31,405 shares of VanEck Environmental Services ETF worth $1.29M as of Q2 2026.
  • Capital Analysts LLC bought 4,326 VanEck Environmental Services ETF shares in Q2 2026, an estimated $172K.
  • VanEck Environmental Services ETF made up 0.03% of Capital Analysts LLC's portfolio in Q2 2026, its #328 holding.
  • Capital Analysts LLC first reported a position in VanEck Environmental Services ETF in Q3 2023 and has held it in 12 quarters since.
  • 48 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.