Kingswood Wealth Advisors’s VanEck Oil Services ETF OIH Stock Holding History

Kingswood Wealth Advisors’s Portfolio OIH Stock Details OIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,255	Closed	-$340K	–	800
2024 Q4	$340K	Sell	1,255 -15	-1%	-$4.31K	0.03%	562
2024 Q3	$360K	Sell	1,270 -238	-16%	-$71.8K	0.03%	533
2024 Q2	$477K	Sell	1,508 -4	-0.3%	-$1.28K	0.04%	404
2024 Q1	$509K	Buy	1,512 +55	+4%	+$16.7K	0.06%	344
2023 Q4	$451K	Buy	1,457 +256	+21%	+$82.2K	0.05%	371
2023 Q3	$414K	Buy	+1,201	New	+$406K	0.07%	282

Other funds holding OIH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

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

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

EPFB

Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Kingswood Wealth Advisors's OIH Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of VanEck Oil Services ETF (OIH) in Q1 2025, closing a stake of 1,255 shares — an estimated $340K sold.

Kingswood Wealth Advisors first reported a position in OIH in Q3 2023 and held it in 6 quarters. The position peaked at $509K in Q1 2024. 201 funds tracked by Wall St. Rank hold OIH as of Q1 2025.

Kingswood Wealth Advisors reported no remaining VanEck Oil Services ETF position as of Q1 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 1,255 VanEck Oil Services ETF shares in Q1 2025, an estimated $340K.
Kingswood Wealth Advisors first reported a position in VanEck Oil Services ETF in Q3 2023 and held it in 6 quarters.
Kingswood Wealth Advisors's VanEck Oil Services ETF position peaked at $509K in Q1 2024.
201 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.