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Sound Income Strategies’s VanEck Environmental Services ETF EVX Stock Holding History

Sound Income Strategies’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 		– Sell
-843
Closed -$33.2K – 1056
2026
Q1 		$33.2K Hold
843
– – ﹤0.01% 981
2025
Q4 		$34.1K Buy
+843
New +$32.2K ﹤0.01% 940

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
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
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sound Income Strategies's EVX Position: Q2 2026 in Review

Sound Income Strategies sold out of VanEck Environmental Services ETF (EVX) in Q2 2026, closing a stake of 843 shares — an estimated $33.2K sold.

Sound Income Strategies first reported a position in EVX in Q4 2025 and held it in 2 quarters. The position peaked at $34.1K in Q4 2025. 38 funds tracked by Wall St. Rank hold EVX as of Q2 2026.

  • Sound Income Strategies reported no remaining VanEck Environmental Services ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 843 VanEck Environmental Services ETF shares in Q2 2026, an estimated $33.2K.
  • Sound Income Strategies first reported a position in VanEck Environmental Services ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's VanEck Environmental Services ETF position peaked at $34.1K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.