Legend Financial Advisors’s VanEck Steel ETF SLX Stock Holding History

Legend Financial Advisors’s Portfolio SLX Stock Details SLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-35	Closed	-$2.05K	–	217
2024 Q4	$2.05K	Buy	+35	New	+$2.37K	﹤0.01%	195
2024 Q3	–	Sell	-35	Closed	-$2.33K	–	255
2024 Q2	$2.33K	Buy	+35	New	+$2.45K	﹤0.01%	223
2022 Q2	–	Sell	-63,054	Closed	-$3.48M	–	45
2022 Q1	$3.48M	Buy	+63,054	New	+$3.73M	2.21%	12
2021 Q4	–	Sell	-63,054	Closed	-$3.48M	–	45
2021 Q3	$3.48M	Buy	63,054 +8,181	+15%	+$504K	2.21%	12
2021 Q2	$3.4M	Buy	+54,873	New	+$3.36M	2.19%	12

Other funds holding SLX

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

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

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

CFG

Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Legend Financial Advisors's SLX Position: Q1 2025 in Review

Legend Financial Advisors sold out of VanEck Steel ETF (SLX) in Q1 2025, closing a stake of 35 shares — an estimated $2.05K sold.

Legend Financial Advisors first reported a position in SLX in Q2 2021 and held it in 5 quarters. The position peaked at $3.48M in Q1 2022. 36 funds tracked by Wall St. Rank hold SLX as of Q1 2025.

Legend Financial Advisors reported no remaining VanEck Steel ETF position as of Q1 2025 after selling out during the quarter.
Legend Financial Advisors sold 35 VanEck Steel ETF shares in Q1 2025, an estimated $2.05K.
Legend Financial Advisors first reported a position in VanEck Steel ETF in Q2 2021 and held it in 5 quarters.
Legend Financial Advisors's VanEck Steel ETF position peaked at $3.48M in Q1 2022.
36 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.