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Kestra Advisory Services’s VanEck Environmental Services ETF EVX Stock Holding History

Kestra Advisory Services’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 		$389K Buy
10,056
+1,128
+13% +$45.4K ﹤0.01% 2426
2025
Q4 		$341K Sell
8,928
-288
-3% -$11K ﹤0.01% 2437
2025
Q3 		$359K Sell
9,216
-470
-5% -$18.3K ﹤0.01% 2298
2025
Q2 		$371K Buy
9,686
+341
+4% +$12.4K ﹤0.01% 2192
2025
Q1 		$331K Buy
9,345
+30
+0.3% +$1.06K ﹤0.01% 2101
2024
Q4 		$319K Buy
9,315
+110
+1% +$4.02K ﹤0.01% 2175
2024
Q3 		$332K Sell
9,205
-1,835
-17% -$64.2K ﹤0.01% 2027
2024
Q2 		$377K Sell
11,040
-1,830
-14% -$60.6K ﹤0.01% 1973
2024
Q1 		$431K Sell
12,870
-220
-2% -$6.82K ﹤0.01% 1759
2023
Q4 		$399K Buy
13,090
+3,740
+40% +$108K ﹤0.01% 1665
2023
Q3 		$268K Hold
9,350
– – ﹤0.01% 1739
2023
Q2 		$302K Sell
9,350
-1,670
-15% -$49.2K ﹤0.01% 1609
2023
Q1 		$321K Sell
11,020
-955
-8% -$27.2K ﹤0.01% 1521
2022
Q4 		$326K Buy
11,975
+130
+1% +$3.6K ﹤0.01% 1675
2022
Q3 		$310K Sell
11,845
-705
-6% -$19.9K ﹤0.01% 1578
2022
Q2 		$326K Buy
12,550
+1,670
+15% +$46.9K ﹤0.01% 1566
2022
Q1 		$330K Buy
10,880
+815
+8% +$23K ﹤0.01% 1538
2021
Q4 		$308K Buy
10,065
+395
+4% +$12.1K ﹤0.01% 1584
2021
Q3 		$277K Buy
9,670
+795
+9% +$23K ﹤0.01% 1734
2021
Q2 		$251K Hold
8,875
– – ﹤0.01% 1693
2021
Q1 		$237K Hold
8,875
– – ﹤0.01% 1612
2020
Q4 		$213K Buy
+8,875
New +$197K ﹤0.01% 1675

Other funds holding EVX

National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Bank of America
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 $3.81B AUM 15.52% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
CMMS
Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return

Kestra Advisory Services's EVX Position: Q1 2026 in Review

Kestra Advisory Services increased its VanEck Environmental Services ETF (EVX) stake by 13% in Q1 2026, buying an estimated $45.4K and bringing the position to 10,056 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #2426.

Kestra Advisory Services first reported a position in EVX in Q4 2020 and has held it in 22 quarters since. The position peaked at $431K in Q1 2024. 49 funds tracked by Wall St. Rank hold EVX as of Q1 2026.

  • Kestra Advisory Services held 10,056 shares of VanEck Environmental Services ETF worth $389K as of Q1 2026.
  • Kestra Advisory Services bought 1,128 VanEck Environmental Services ETF shares in Q1 2026, an estimated $45.4K.
  • VanEck Environmental Services ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2426 holding.
  • Kestra Advisory Services first reported a position in VanEck Environmental Services ETF in Q4 2020 and has held it in 22 quarters since.
  • Kestra Advisory Services's VanEck Environmental Services ETF position peaked at $431K in Q1 2024.
  • 49 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.