Concourse Financial Group Securities’s VanEck Steel ETF SLX Stock Holding History

Concourse Financial Group Securities’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	-142	Closed	-$8.57K	–	1733
2024 Q4	$8.57K	Buy	+142	New	+$9.62K	﹤0.01%	1754
2022 Q1	–	Sell	-267	Closed	-$15.8K	–	2416
2021 Q4	$14K	Buy	267 +10	+4%	+$552	﹤0.01%	1772
2021 Q3	$14K	Sell	257 -40	-13%	-$2.46K	﹤0.01%	1785
2021 Q2	$18K	Buy	297 +40	+16%	+$2.45K	﹤0.01%	1680
2021 Q1	$14K	Hold	257	–	–	﹤0.01%	1677
2020 Q4	$11K	Buy	257 +2	+0.8%	+$76	﹤0.01%	1666
2020 Q3	$8K	Hold	255	–	–	﹤0.01%	1664
2020 Q2	$7K	Hold	255	–	–	﹤0.01%	1605
2020 Q1	$6K	Buy	255 +125	+96%	+$3.86K	﹤0.01%	1617
2019 Q4	$5K	Buy	+130	New	+$4.67K	﹤0.01%	1648
2019 Q3	–	Sell	-130	Closed	-$4.59K	–	2105
2019 Q2	$5K	Hold	130	–	–	﹤0.01%	1758
2019 Q1	$5K	Hold	130	–	–	﹤0.01%	1755
2018 Q4	$4K	Buy	+130	New	+$5.37K	﹤0.01%	1760

Other funds holding SLX

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CFG

Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Concourse Financial Group Securities's SLX Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of VanEck Steel ETF (SLX) in Q1 2025, closing a stake of 142 shares — an estimated $8.57K sold.

Concourse Financial Group Securities first reported a position in SLX in Q4 2018 and held it in 13 quarters. The position peaked at $18K in Q2 2021. 36 funds tracked by Wall St. Rank hold SLX as of Q1 2025.

Concourse Financial Group Securities reported no remaining VanEck Steel ETF position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 142 VanEck Steel ETF shares in Q1 2025, an estimated $8.57K.
Concourse Financial Group Securities first reported a position in VanEck Steel ETF in Q4 2018 and held it in 13 quarters.
Concourse Financial Group Securities's VanEck Steel ETF position peaked at $18K in Q2 2021.
36 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.