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Castleview Partners’s VanEck Energy Income ETF EINC Stock Holding History

Castleview 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
2026
Q2 		$506K Buy
4,248
+474
+13% +$56.1K 0.22% 113
2026
Q1 		$445K Sell
3,774
-1,281
-25% -$139K 0.23% 105
2025
Q4 		$487K Sell
5,055
-4,274
-46% -$409K 0.24% 93
2025
Q3 		$925K Buy
9,329
+1,944
+26% +$188K 0.5% 41
2025
Q2 		$729K Sell
7,385
-1,568
-18% -$150K 0.47% 44
2025
Q1 		$895K Buy
8,953
+4,334
+94% +$425K 0.61% 42
2024
Q4 		$442K Sell
4,619
-792
-15% -$73.4K 0.24% 101
2024
Q3 		$459K Sell
5,411
-5,533
-51% -$455K 0.26% 93
2024
Q2 		$870K Buy
10,944
+8,993
+461% +$689K 0.49% 45
2024
Q1 		$150K Buy
+1,951
New +$137K 0.08% 209

Other funds holding EINC

CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Castleview Partners's EINC Position: Q2 2026 in Review

Castleview Partners increased its VanEck Energy Income ETF (EINC) stake by 13% in Q2 2026, buying an estimated $56.1K and bringing the position to 4,248 shares worth $506K. The position accounts for 0.22% of the portfolio, ranked #113.

Castleview Partners first reported a position in EINC in Q1 2024 and has held it in 10 quarters since. The position peaked at $925K in Q3 2025. 8 funds tracked by Wall St. Rank hold EINC as of Q2 2026.

  • Castleview Partners held 4,248 shares of VanEck Energy Income ETF worth $506K as of Q2 2026.
  • Castleview Partners bought 474 VanEck Energy Income ETF shares in Q2 2026, an estimated $56.1K.
  • VanEck Energy Income ETF made up 0.22% of Castleview Partners's portfolio in Q2 2026, its #113 holding.
  • Castleview Partners first reported a position in VanEck Energy Income ETF in Q1 2024 and has held it in 10 quarters since.
  • Castleview Partners's VanEck Energy Income ETF position peaked at $925K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held VanEck Energy Income ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.