LPL Financial
EVX icon

LPL Financial’s VanEck Environmental Services ETF EVX Stock Holding History

LPL Financial’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 		$2.98M Buy
76,850
+8,729
+13% +$352K ﹤0.01% 3134
2025
Q4 		$2.6M Buy
68,121
+22,547
+49% +$862K ﹤0.01% 3146
2025
Q3 		$1.77M Sell
45,574
-445
-1% -$17.3K ﹤0.01% 3424
2025
Q2 		$1.76M Buy
46,019
+3,281
+8% +$119K ﹤0.01% 3243
2025
Q1 		$1.51M Buy
42,738
+1,458
+4% +$51.5K ﹤0.01% 3197
2024
Q4 		$1.42M Sell
41,280
-1,035
-2% -$37.9K ﹤0.01% 3191
2024
Q3 		$1.53M Sell
42,315
-3,150
-7% -$110K ﹤0.01% 2988
2024
Q2 		$1.55M Buy
45,465
+7,645
+20% +$253K ﹤0.01% 2840
2024
Q1 		$1.27M Buy
37,820
+1,395
+4% +$43.2K ﹤0.01% 2971
2023
Q4 		$1.11M Buy
36,425
+325
+0.9% +$9.34K ﹤0.01% 2955
2023
Q3 		$1.03M Buy
36,100
+7,010
+24% +$220K ﹤0.01% 2859
2023
Q2 		$940K Buy
29,090
+2,430
+9% +$71.6K ﹤0.01% 2884
2023
Q1 		$776K Buy
26,660
+1,960
+8% +$55.8K ﹤0.01% 2961
2022
Q4 		$673K Sell
24,700
-22,665
-48% -$627K ﹤0.01% 2990
2022
Q3 		$1.24M Buy
47,365
+24,260
+105% +$684K ﹤0.01% 2368
2022
Q2 		$600K Sell
23,105
-42,610
-65% -$1.2M ﹤0.01% 3057
2022
Q1 		$1.99M Sell
65,715
-28,230
-30% -$798K ﹤0.01% 2063
2021
Q4 		$2.87M Sell
93,945
-1,645
-2% -$50.3K ﹤0.01% 1829
2021
Q3 		$2.74M Sell
95,590
-4,570
-5% -$132K ﹤0.01% 1819
2021
Q2 		$2.83M Buy
100,160
+82,755
+475% +$2.32M ﹤0.01% 1719
2021
Q1 		$465K Buy
17,405
+3,530
+25% +$89K ﹤0.01% 3081
2020
Q4 		$334K Buy
13,875
+135
+1% +$3K ﹤0.01% 3116
2020
Q3 		$275K Buy
13,740
+725
+6% +$14.2K ﹤0.01% 2966
2020
Q2 		$242K Buy
+13,015
New +$225K ﹤0.01% 2992
2019
Q1 		– Sell
-14,090
Closed -$235K – 3205
2018
Q4 		$235K Buy
14,090
+1,705
+14% +$30.6K ﹤0.01% 2677
2018
Q3 		$239K Buy
+12,385
New +$238K ﹤0.01% 2863
2014
Q1 		– Sell
-17,545
Closed -$230K – 2660
2013
Q4 		$230K Buy
17,545
+125
+0.7% +$1.61K ﹤0.01% 2331
2013
Q3 		$222K Sell
17,420
-875
-5% -$10.5K ﹤0.01% 2242
2013
Q2 		$205K Buy
+18,295
New +$207K ﹤0.01% 2180

Other funds holding EVX

National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

LPL Financial's EVX Position: Q1 2026 in Review

LPL Financial increased its VanEck Environmental Services ETF (EVX) stake by 13% in Q1 2026, buying an estimated $352K and bringing the position to 76,850 shares worth $2.98M. The position accounts for ﹤0.01% of the portfolio, ranked #3134.

LPL Financial first reported a position in EVX in Q2 2013 and has held it in 29 quarters since. 49 funds tracked by Wall St. Rank hold EVX as of Q1 2026.

  • LPL Financial held 76,850 shares of VanEck Environmental Services ETF worth $2.98M as of Q1 2026.
  • LPL Financial bought 8,729 VanEck Environmental Services ETF shares in Q1 2026, an estimated $352K.
  • VanEck Environmental Services ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3134 holding.
  • LPL Financial first reported a position in VanEck Environmental Services ETF in Q2 2013 and has held it in 29 quarters since.
  • 49 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.