CBIZ Investment Advisory Services’s VanEck Energy Income ETF EINC Stock Holding History

CBIZ Investment Advisory Services’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 Q1	$1.54K	Hold	13	–	–	﹤0.01%	365
2025 Q4	$1.25K	Buy	+13	New	+$1.24K	﹤0.01%	697
2024 Q3	–	Sell	-12	Closed	-$974	–	410
2024 Q2	$974	Hold	12	–	–	﹤0.01%	365
2024 Q1	$928	Buy	+12	New	+$845	﹤0.01%	330

Other funds holding EINC

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

CFG

Copley Financial Group San Diego, California $166M AUM 26.42% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

Ascent Advisors Mankato, Minnesota $54.4M AUM

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

CBIZ Investment Advisory Services's EINC Position: Q1 2026 in Review

CBIZ Investment Advisory Services held its VanEck Energy Income ETF (EINC) position steady in Q1 2026 at 13 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

CBIZ Investment Advisory Services first reported a position in EINC in Q1 2024 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold EINC as of Q1 2026.

CBIZ Investment Advisory Services held 13 shares of VanEck Energy Income ETF worth $1.54K as of Q1 2026.
CBIZ Investment Advisory Services left its VanEck Energy Income ETF share count unchanged in Q1 2026.
VanEck Energy Income ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #365 holding.
CBIZ Investment Advisory Services first reported a position in VanEck Energy Income ETF in Q1 2024 and has held it in 4 quarters since.
34 funds tracked by Wall St. Rank held VanEck Energy Income ETF as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.