Castleview Partners’s VanEck Steel ETF SLX Stock Holding History

Castleview Partners’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
2025 Q1	–	Sell	-945	Closed	-$54.9K	–	495
2024 Q4	$54.9K	Buy	945 +43	+5%	+$2.91K	0.03%	327
2024 Q3	$63.5K	Sell	902 -769	-46%	-$51.2K	0.04%	296
2024 Q2	$111K	Buy	1,671 +260	+18%	+$18.2K	0.06%	229
2024 Q1	$102K	Buy	+1,411	New	+$99K	0.06%	253

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CFG

Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Castleview Partners's SLX Position: Q1 2025 in Review

Castleview Partners sold out of VanEck Steel ETF (SLX) in Q1 2025, closing a stake of 945 shares — an estimated $54.9K sold.

Castleview Partners first reported a position in SLX in Q1 2024 and held it in 4 quarters. The position peaked at $111K in Q2 2024. 36 funds tracked by Wall St. Rank hold SLX as of Q1 2025.

Castleview Partners reported no remaining VanEck Steel ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 945 VanEck Steel ETF shares in Q1 2025, an estimated $54.9K.
Castleview Partners first reported a position in VanEck Steel ETF in Q1 2024 and held it in 4 quarters.
Castleview Partners's VanEck Steel ETF position peaked at $111K in Q2 2024.
36 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.