IFP Advisors’s VanEck Environmental Services ETF EVX Stock Holding History

IFP Advisors’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
2020 Q1	–	Sell	-1,250	Closed	-$24.9K	–	2827
2019 Q4	$26K	Hold	1,250	–	–	﹤0.01%	1509
2019 Q3	$26K	Buy	+1,250	New	+$25.8K	﹤0.01%	1644
2018 Q4	–	Sell	-13,265	Closed	-$256K	–	3628
2018 Q3	$256K	Sell	13,265 -1,075	-7%	-$20.6K	0.01%	947
2018 Q2	$259K	Sell	14,340 -2,175	-13%	-$38.4K	0.01%	936
2018 Q1	$287K	Hold	16,515	–	–	0.01%	843
2017 Q4	$287K	Sell	16,515 -855	-5%	-$14.7K	0.01%	845
2017 Q3	$301K	Buy	+17,370	New	+$281K	0.01%	921

Other funds holding EVX

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

IFP Advisors's EVX Position: Q1 2020 in Review

IFP Advisors sold out of VanEck Environmental Services ETF (EVX) in Q1 2020, closing a stake of 1,250 shares — an estimated $24.9K sold.

IFP Advisors first reported a position in EVX in Q3 2017 and held it in 7 quarters. The position peaked at $301K in Q3 2017. 24 funds tracked by Wall St. Rank hold EVX as of Q1 2020.

IFP Advisors reported no remaining VanEck Environmental Services ETF position as of Q1 2020 after selling out during the quarter.
IFP Advisors sold 1,250 VanEck Environmental Services ETF shares in Q1 2020, an estimated $24.9K.
IFP Advisors first reported a position in VanEck Environmental Services ETF in Q3 2017 and held it in 7 quarters.
IFP Advisors's VanEck Environmental Services ETF position peaked at $301K in Q3 2017.
24 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2020.

Based on IFP Advisors's 13F filing for Q1 2020, filed 12 May 2020.