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Proficio Capital Partners’s VanEck Environmental Services ETF EVX Stock Holding History

Proficio Capital Partners’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
Q1 		– Sell
-35,100
Closed -$956K – 292
2022
Q4 		$956K Sell
35,100
-17,700
-34% -$490K 0.18% 79
2022
Q3 		$1.38M Buy
+52,800
New +$1.49M 0.25% 60

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Proficio Capital Partners's EVX Position: Q1 2023 in Review

Proficio Capital Partners sold out of VanEck Environmental Services ETF (EVX) in Q1 2023, closing a stake of 35,100 shares — an estimated $956K sold.

Proficio Capital Partners first reported a position in EVX in Q3 2022 and held it in 2 quarters. The position peaked at $1.38M in Q3 2022. 49 funds tracked by Wall St. Rank hold EVX as of Q1 2023.

  • Proficio Capital Partners reported no remaining VanEck Environmental Services ETF position as of Q1 2023 after selling out during the quarter.
  • Proficio Capital Partners sold 35,100 VanEck Environmental Services ETF shares in Q1 2023, an estimated $956K.
  • Proficio Capital Partners first reported a position in VanEck Environmental Services ETF in Q3 2022 and held it in 2 quarters.
  • Proficio Capital Partners's VanEck Environmental Services ETF position peaked at $1.38M in Q3 2022.
  • 49 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2023.

Based on Proficio Capital Partners's 13F filing for Q1 2023, filed 19 Apr 2023.