Guardian Wealth Advisors (North Carolina)’s VanEck Environmental Services ETF EVX Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2026 Q1	$28.2K	Buy	+729	New	+$29.4K	﹤0.01%	482
2025 Q3	–	Sell	-600	Closed	-$23K	–	400
2025 Q2	$23K	Hold	600	–	–	﹤0.01%	442
2025 Q1	$21.3K	Hold	600	–	–	﹤0.01%	427
2024 Q4	$20.6K	Hold	600	–	–	﹤0.01%	411
2024 Q3	$21.7K	Hold	600	–	–	﹤0.01%	351
2024 Q2	$20.5K	Hold	600	–	–	﹤0.01%	343
2024 Q1	$20.1K	Hold	600	–	–	﹤0.01%	361
2023 Q4	$18.3K	Hold	600	–	–	﹤0.01%	355
2023 Q3	$17.2K	Hold	600	–	–	﹤0.01%	340
2023 Q2	$19.4K	Hold	600	–	–	﹤0.01%	322
2023 Q1	$17.5K	Buy	+600	New	+$17.1K	﹤0.01%	318

Other funds holding EVX

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

CMMS

Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s EVX Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in VanEck Environmental Services ETF (EVX) in Q1 2026: 729 shares worth $28.2K. The stake represents ﹤0.01% of the portfolio and ranks #482 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in EVX as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in EVX in Q1 2023 and has held it in 11 quarters since. 49 funds tracked by Wall St. Rank hold EVX as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 729 shares of VanEck Environmental Services ETF worth $28.2K as of Q1 2026.
VanEck Environmental Services ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
VanEck Environmental Services ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #482 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in VanEck Environmental Services ETF in Q1 2023 and has held it in 11 quarters since.
49 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.