Private Advisory Group’s VanEck Environmental Services ETF EVX Stock Holding History

Private Advisory Group’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
2023 Q3	–	Sell	-10,600	Closed	-$343K	–	201
2023 Q2	$343K	Buy	+10,600	New	+$312K	0.07%	174

Other funds holding EVX

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

SWM

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

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

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Private Advisory Group's EVX Position: Q3 2023 in Review

Private Advisory Group sold out of VanEck Environmental Services ETF (EVX) in Q3 2023, closing a stake of 10,600 shares — an estimated $343K sold.

Private Advisory Group first reported a position in EVX in Q2 2023 and held it in 1 quarter. The position peaked at $343K in Q2 2023. 41 funds tracked by Wall St. Rank hold EVX as of Q3 2023.

Private Advisory Group reported no remaining VanEck Environmental Services ETF position as of Q3 2023 after selling out during the quarter.
Private Advisory Group sold 10,600 VanEck Environmental Services ETF shares in Q3 2023, an estimated $343K.
Private Advisory Group first reported a position in VanEck Environmental Services ETF in Q2 2023 and held it in 1 quarter.
Private Advisory Group's VanEck Environmental Services ETF position peaked at $343K in Q2 2023.
41 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q3 2023.

Based on Private Advisory Group's 13F filing for Q3 2023, filed 13 Nov 2023.