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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 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. 39 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.
  • 39 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.