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Cetera Advisor Networks’s VanEck Environmental Services ETF EVX Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$238K Sell
7,105
-1,275
-15% -$39.5K ﹤0.01% 2467
2023
Q4 		$255K Sell
8,380
-1,080
-11% -$31K ﹤0.01% 2353
2023
Q3 		$271K Buy
9,460
+2,935
+45% +$92K ﹤0.01% 2209
2023
Q2 		$211K Buy
+6,525
New +$192K ﹤0.01% 2323

Other funds holding EVX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return

Cetera Advisor Networks's EVX Position: Q1 2024 in Review

Cetera Advisor Networks reduced its VanEck Environmental Services ETF (EVX) stake by 15% in Q1 2024, selling an estimated $39.5K and leaving 7,105 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #2467.

Cetera Advisor Networks first reported a position in EVX in Q2 2023 and has held it in 4 quarters since. The position peaked at $271K in Q3 2023. 39 funds tracked by Wall St. Rank hold EVX as of Q1 2024.

  • Cetera Advisor Networks held 7,105 shares of VanEck Environmental Services ETF worth $238K as of Q1 2024.
  • Cetera Advisor Networks sold 1,275 VanEck Environmental Services ETF shares in Q1 2024, an estimated $39.5K.
  • VanEck Environmental Services ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2467 holding.
  • Cetera Advisor Networks first reported a position in VanEck Environmental Services ETF in Q2 2023 and has held it in 4 quarters since.
  • Cetera Advisor Networks's VanEck Environmental Services ETF position peaked at $271K in Q3 2023.
  • 39 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.