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Principal Securities’s VanEck Environmental Services ETF EVX Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-1,850
Closed -$72K – 2017
2025
Q3 		$72K Hold
1,850
– – ﹤0.01% 1766
2025
Q2 		$70.8K Buy
1,850
+1,680
+988% +$60.9K ﹤0.01% 1702
2025
Q1 		$29.1K Sell
170
-680
-80% -$24K ﹤0.01% 2004
2024
Q4 		$29.1K Buy
850
+525
+162% +$19.2K ﹤0.01% 2000
2024
Q3 		$11.7K Buy
325
+150
+86% +$5.25K ﹤0.01% 2365
2024
Q2 		$5.97K Buy
+175
New +$5.8K ﹤0.01% 2582

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
CMMS
Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Principal Securities's EVX Position: Q4 2025 in Review

Principal Securities sold out of VanEck Environmental Services ETF (EVX) in Q4 2025, closing a stake of 1,850 shares — an estimated $72K sold.

Principal Securities first reported a position in EVX in Q2 2024 and held it in 6 quarters. The position peaked at $72K in Q3 2025. 48 funds tracked by Wall St. Rank hold EVX as of Q4 2025.

  • Principal Securities reported no remaining VanEck Environmental Services ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,850 VanEck Environmental Services ETF shares in Q4 2025, an estimated $72K.
  • Principal Securities first reported a position in VanEck Environmental Services ETF in Q2 2024 and held it in 6 quarters.
  • Principal Securities's VanEck Environmental Services ETF position peaked at $72K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.