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 Q2	$3.1M	Sell	75,258 -1,592	-2%	-$63.2K	﹤0.01%	3272
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 Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

CMMS

Comprehensive Money Management Services Coral Gables, Florida $159M AUM 18.94% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return

LPL Financial's EVX Position: Q2 2026 in Review

LPL Financial reduced its VanEck Environmental Services ETF (EVX) stake by 2.1% in Q2 2026, selling an estimated $63.2K and leaving 75,258 shares worth $3.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3272.

LPL Financial first reported a position in EVX in Q2 2013 and has held it in 30 quarters since. 48 funds tracked by Wall St. Rank hold EVX as of Q2 2026.

LPL Financial held 75,258 shares of VanEck Environmental Services ETF worth $3.1M as of Q2 2026.
LPL Financial sold 1,592 VanEck Environmental Services ETF shares in Q2 2026, an estimated $63.2K.
VanEck Environmental Services ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3272 holding.
LPL Financial first reported a position in VanEck Environmental Services ETF in Q2 2013 and has held it in 30 quarters since.
48 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.