MGB Wealth Management’s VanEck Steel ETF SLX Stock Holding History

MGB Wealth Management’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	-185	Closed	-$10.8K	–	308
2024 Q4	$10.8K	Hold	185	–	–	﹤0.01%	271
2024 Q3	$13K	Hold	185	–	–	﹤0.01%	263
2024 Q2	$12.8K	Hold	185	–	–	﹤0.01%	259
2024 Q1	$13.4K	Hold	185	–	–	0.01%	247
2023 Q4	$13.6K	Buy	+185	New	+$12.4K	0.01%	241

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

MGB Wealth Management's SLX Position: Q1 2025 in Review

MGB Wealth Management sold out of VanEck Steel ETF (SLX) in Q1 2025, closing a stake of 185 shares — an estimated $10.8K sold.

MGB Wealth Management first reported a position in SLX in Q4 2023 and held it in 5 quarters. The position peaked at $13.6K in Q4 2023. 36 funds tracked by Wall St. Rank hold SLX as of Q1 2025.

MGB Wealth Management reported no remaining VanEck Steel ETF position as of Q1 2025 after selling out during the quarter.
MGB Wealth Management sold 185 VanEck Steel ETF shares in Q1 2025, an estimated $10.8K.
MGB Wealth Management first reported a position in VanEck Steel ETF in Q4 2023 and held it in 5 quarters.
MGB Wealth Management's VanEck Steel ETF position peaked at $13.6K in Q4 2023.
36 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q1 2025.

Based on MGB Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.