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Fortis Group Advisors’s VanEck Steel ETF SLX Stock Holding History

Fortis Group Advisors’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
Q3 		– Sell
-22,945
Closed -$1.56M – 563
2025
Q2 		$1.56M Buy
+22,945
New +$1.41M 0.28% 86

Other funds holding SLX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fortis Group Advisors's SLX Position: Q3 2025 in Review

Fortis Group Advisors sold out of VanEck Steel ETF (SLX) in Q3 2025, closing a stake of 22,945 shares — an estimated $1.56M sold.

Fortis Group Advisors first reported a position in SLX in Q2 2025 and held it in 1 quarter. The position peaked at $1.56M in Q2 2025. 42 funds tracked by Wall St. Rank hold SLX as of Q3 2025.

  • Fortis Group Advisors reported no remaining VanEck Steel ETF position as of Q3 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 22,945 VanEck Steel ETF shares in Q3 2025, an estimated $1.56M.
  • Fortis Group Advisors first reported a position in VanEck Steel ETF in Q2 2025 and held it in 1 quarter.
  • Fortis Group Advisors's VanEck Steel ETF position peaked at $1.56M in Q2 2025.
  • 42 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q3 2025.

Based on Fortis Group Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.