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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
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 $97.7B AUM 31.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 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 $2.15B AUM 25.5% 1-Year Est. Return
CMMS
Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return