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 Q2	–	Sell	-729	Closed	-$28.2K	–	432
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 $140B AUM 46.34% 1-Year Est. Return

HIIFS

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

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

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

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

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 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 $159M AUM 18.94% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s EVX Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of VanEck Environmental Services ETF (EVX) in Q2 2026, closing a stake of 729 shares — an estimated $28.2K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in EVX in Q1 2023 and held it in 11 quarters. The position peaked at $28.2K in Q1 2026. 49 funds tracked by Wall St. Rank hold EVX as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining VanEck Environmental Services ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 729 VanEck Environmental Services ETF shares in Q2 2026, an estimated $28.2K.
Guardian Wealth Advisors (North Carolina) first reported a position in VanEck Environmental Services ETF in Q1 2023 and held it in 11 quarters.
Guardian Wealth Advisors (North Carolina)'s VanEck Environmental Services ETF position peaked at $28.2K in Q1 2026.
49 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.