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Clearview Wealth Advisors’s VanEck Energy Income ETF EINC Stock Holding History

Clearview Wealth Advisors’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
2023
Q3 		– Sell
-1,929
Closed -$124K – 264
2023
Q2 		$124K Buy
1,929
+12
+0.6% +$738 0.13% 127
2023
Q1 		$117K Buy
1,917
+11
+0.6% +$682 0.12% 134
2022
Q4 		$118K Buy
1,906
+5
+0.3% +$310 0.09% 104
2022
Q3 		$108K Buy
1,901
+9
+0.5% +$554 0.09% 106
2022
Q2 		$109K Sell
1,892
-197
-9% -$12.6K 0.08% 115
2022
Q1 		$135K Sell
2,089
-22
-1% -$1.31K 0.09% 109
2021
Q4 		$113K Sell
2,111
-220
-9% -$12.2K 0.07% 141
2021
Q3 		$126K Sell
2,331
-228
-9% -$12.1K 0.08% 139
2021
Q2 		$143K Buy
2,559
+27
+1% +$1.44K 0.09% 130
2021
Q1 		$124K Buy
2,532
+16
+0.6% +$741 0.08% 140
2020
Q4 		$103K Buy
+2,516
New +$97.2K 0.07% 141

Other funds holding EINC

ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.33B AUM 24% 1-Year Est. Return

Clearview Wealth Advisors's EINC Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of VanEck Energy Income ETF (EINC) in Q3 2023, closing a stake of 1,929 shares — an estimated $124K sold.

Clearview Wealth Advisors first reported a position in EINC in Q4 2020 and held it in 11 quarters. The position peaked at $143K in Q2 2021. 16 funds tracked by Wall St. Rank hold EINC as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining VanEck Energy Income ETF position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 1,929 VanEck Energy Income ETF shares in Q3 2023, an estimated $124K.
  • Clearview Wealth Advisors first reported a position in VanEck Energy Income ETF in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's VanEck Energy Income ETF position peaked at $143K in Q2 2021.
  • 16 funds tracked by Wall St. Rank held VanEck Energy Income ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.