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

Spire 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
2024 Q1	–	Sell	-50	Closed	-$1.49K	–	2332
2023 Q4	$1.49K	Hold	50	–	–	﹤0.01%	2200
2023 Q3	$1.44K	Hold	50	–	–	﹤0.01%	2190
2023 Q2	$1.63K	Hold	50	–	–	﹤0.01%	2228
2023 Q1	$1.47K	Hold	50	–	–	﹤0.01%	2325
2022 Q4	$1K	Hold	50	–	–	﹤0.01%	2173
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	2071
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	2497
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	2390
2021 Q4	$2K	Buy	+50	New	+$1.53K	﹤0.01%	2770

Other funds holding EVX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SWM

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

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return

Spire Wealth Management's EVX Position: Q1 2024 in Review

Spire Wealth Management sold out of VanEck Environmental Services ETF (EVX) in Q1 2024, closing a stake of 50 shares — an estimated $1.49K sold.

Spire Wealth Management first reported a position in EVX in Q4 2021 and held it in 9 quarters. The position peaked at $2K in Q1 2022. 40 funds tracked by Wall St. Rank hold EVX as of Q1 2024.

Spire Wealth Management reported no remaining VanEck Environmental Services ETF position as of Q1 2024 after selling out during the quarter.
Spire Wealth Management sold 50 VanEck Environmental Services ETF shares in Q1 2024, an estimated $1.49K.
Spire Wealth Management first reported a position in VanEck Environmental Services ETF in Q4 2021 and held it in 9 quarters.
Spire Wealth Management's VanEck Environmental Services ETF position peaked at $2K in Q1 2022.
40 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2024.

Based on Spire Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.