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Legacy Capital Group California’s VanEck Energy Income ETF EINC Stock Holding History

Legacy Capital Group California’s Portfolio EINC Stock Details EINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,330
Closed -$219K – 324
2024
Q4 		$219K Sell
2,330
-474
-17% -$43.9K 0.07% 303
2024
Q3 		$238K Buy
+2,804
New +$230K 0.08% 280

Other funds holding EINC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

Legacy Capital Group California's EINC Position: Q1 2025 in Review

Legacy Capital Group California sold out of VanEck Energy Income ETF (EINC) in Q1 2025, closing a stake of 2,330 shares — an estimated $219K sold.

Legacy Capital Group California first reported a position in EINC in Q3 2024 and held it in 2 quarters. The position peaked at $238K in Q3 2024. 31 funds tracked by Wall St. Rank hold EINC as of Q1 2025.

  • Legacy Capital Group California reported no remaining VanEck Energy Income ETF position as of Q1 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 2,330 VanEck Energy Income ETF shares in Q1 2025, an estimated $219K.
  • Legacy Capital Group California first reported a position in VanEck Energy Income ETF in Q3 2024 and held it in 2 quarters.
  • Legacy Capital Group California's VanEck Energy Income ETF position peaked at $238K in Q3 2024.
  • 31 funds tracked by Wall St. Rank held VanEck Energy Income ETF as of Q1 2025.

Based on Legacy Capital Group California's 13F filing for Q1 2025, filed 9 May 2025.