Joseph P. Lucia & Associates’s VanEck Environmental Services ETF EVX Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-150	Closed	-$4K	–	207
2022 Q2	$4K	Sell	150 -150	-50%	-$4.21K	﹤0.01%	349
2022 Q1	$9K	Buy	+300	New	+$8.48K	0.01%	324
2021 Q4	–	Sell	-300	Closed	-$9K	–	253
2021 Q3	$9K	Hold	300	–	–	0.01%	386
2021 Q2	$8K	Hold	300	–	–	﹤0.01%	398
2021 Q1	$8K	Hold	300	–	–	﹤0.01%	379
2020 Q4	$7K	Buy	+300	New	+$6.67K	﹤0.01%	359
2020 Q3	–	Sell	-300	Closed	-$6K	–	195
2020 Q2	$6K	Hold	300	–	–	0.01%	353
2020 Q1	$5K	Sell	300 -75	-20%	-$1.49K	0.01%	341
2019 Q4	$8K	Hold	375	–	–	0.01%	324
2019 Q3	$8K	Hold	375	–	–	0.01%	328
2019 Q2	$8K	Sell	375 -36,440	-99%	-$719K	0.01%	318
2019 Q1	$75	Buy	+36,815	New	+$684K	0.01%	280

Other funds holding EVX

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

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

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

SWM

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

PSF

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

Joseph P. Lucia & Associates's EVX Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of VanEck Environmental Services ETF (EVX) in Q3 2022, closing a stake of 150 shares — an estimated $4K sold.

Joseph P. Lucia & Associates first reported a position in EVX in Q1 2019 and held it in 12 quarters. The position peaked at $9K in Q1 2022. 43 funds tracked by Wall St. Rank hold EVX as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining VanEck Environmental Services ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 150 VanEck Environmental Services ETF shares in Q3 2022, an estimated $4K.
Joseph P. Lucia & Associates first reported a position in VanEck Environmental Services ETF in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's VanEck Environmental Services ETF position peaked at $9K in Q1 2022.
43 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.