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SeaCrest Wealth Management’s VanEck Environmental Services ETF EVX Stock Holding History

SeaCrest Wealth Management’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 		$1.11M Hold
27,013
– – 0.12% 152
2026
Q1 		$1.05M Sell
27,013
-150
-0.6% -$6.04K 0.11% 179
2025
Q4 		$1.05M Sell
27,163
-2,873
-10% -$110K 0.11% 178
2025
Q3 		$1.18M Hold
30,036
– – 0.12% 156
2025
Q2 		$1.15M Buy
30,036
+750
+3% +$27.2K 0.12% 154
2025
Q1 		$1.04M Sell
29,286
-1,999
-6% -$70.7K 0.12% 174
2024
Q4 		$1.07M Buy
31,285
+5
+0% +$183 0.11% 168
2024
Q3 		$1.13M Hold
31,280
– – 0.12% 164
2024
Q2 		$1.07M Sell
31,280
-1,000
-3% -$33.1K 0.12% 167
2024
Q1 		$1.08M Hold
32,280
– – 0.13% 165
2023
Q4 		$939K Sell
32,280
-110
-0.3% -$3.16K 0.12% 183
2023
Q3 		$928K Sell
32,390
-1,375
-4% -$43.1K 0.12% 178
2023
Q2 		$1.09M Sell
33,765
-3,000
-8% -$88.4K 0.14% 152
2023
Q1 		$1.07M Hold
36,765
– – 0.14% 149
2022
Q4 		$1M Buy
36,765
+15
+0% +$415 0.14% 162
2022
Q3 		$961K Sell
36,750
-1,000
-3% -$28.2K 0.15% 152
2022
Q2 		$980K Buy
37,750
+12,500
+50% +$351K 0.12% 173
2022
Q1 		$766K Buy
25,250
+5,250
+26% +$148K 0.09% 237
2021
Q4 		$612K Hold
20,000
– – 0.07% 297
2021
Q3 		$573K Buy
20,000
+6,500
+48% +$188K 0.07% 299
2021
Q2 		$382K Buy
+13,500
New +$378K 0.05% 422

Other funds holding EVX

National Bank of Canada
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
PI
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

SeaCrest Wealth Management's EVX Position: Q2 2026 in Review

SeaCrest Wealth Management held its VanEck Environmental Services ETF (EVX) position steady in Q2 2026 at 27,013 shares worth $1.11M. The position accounts for 0.12% of the portfolio, ranked #152.

SeaCrest Wealth Management first reported a position in EVX in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.18M in Q3 2025. 48 funds tracked by Wall St. Rank hold EVX as of Q2 2026.

  • SeaCrest Wealth Management held 27,013 shares of VanEck Environmental Services ETF worth $1.11M as of Q2 2026.
  • SeaCrest Wealth Management left its VanEck Environmental Services ETF share count unchanged in Q2 2026.
  • VanEck Environmental Services ETF made up 0.12% of SeaCrest Wealth Management's portfolio in Q2 2026, its #152 holding.
  • SeaCrest Wealth Management first reported a position in VanEck Environmental Services ETF in Q2 2021 and has held it in 21 quarters since.
  • SeaCrest Wealth Management's VanEck Environmental Services ETF position peaked at $1.18M in Q3 2025.
  • 48 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.