SOA Wealth Advisors’s VanEck Steel ETF SLX Stock Holding History

SOA Wealth Advisors’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 Q3	–	Sell	-151	Closed	-$9.97K	–	924
2025 Q2	$9.97K	Hold	151	–	–	﹤0.01%	601
2025 Q1	$9.27K	Hold	151	–	–	﹤0.01%	568
2024 Q4	$8.81K	Buy	151 +5	+3%	+$339	﹤0.01%	555
2024 Q3	$10.2K	Hold	146	–	–	﹤0.01%	538
2024 Q2	$9.7K	Hold	146	–	–	﹤0.01%	544
2024 Q1	$10.6K	Hold	146	–	–	﹤0.01%	533
2023 Q4	$10.7K	Buy	146 +4	+3%	+$268	﹤0.01%	518
2023 Q3	$9.29K	Hold	142	–	–	﹤0.01%	533
2023 Q2	$9.06K	Hold	142	–	–	﹤0.01%	544
2023 Q1	$9.03K	Hold	142	–	–	﹤0.01%	537
2022 Q4	$8.19K	Buy	142 +7	+5%	+$398	﹤0.01%	552
2022 Q3	$6K	Hold	135	–	–	﹤0.01%	589
2022 Q2	$6K	Buy	+135	New	+$8.2K	﹤0.01%	574

Other funds holding SLX

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return

CFG

Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SOA Wealth Advisors's SLX Position: Q3 2025 in Review

SOA Wealth Advisors sold out of VanEck Steel ETF (SLX) in Q3 2025, closing a stake of 151 shares — an estimated $9.97K sold.

SOA Wealth Advisors first reported a position in SLX in Q2 2022 and held it in 13 quarters. The position peaked at $10.7K in Q4 2023. 42 funds tracked by Wall St. Rank hold SLX as of Q3 2025.

SOA Wealth Advisors reported no remaining VanEck Steel ETF position as of Q3 2025 after selling out during the quarter.
SOA Wealth Advisors sold 151 VanEck Steel ETF shares in Q3 2025, an estimated $9.97K.
SOA Wealth Advisors first reported a position in VanEck Steel ETF in Q2 2022 and held it in 13 quarters.
SOA Wealth Advisors's VanEck Steel ETF position peaked at $10.7K in Q4 2023.
42 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q3 2025.

Based on SOA Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.