Steward Partners Investment Advisory’s VanEck Environmental Services ETF EVX Stock Holding History

Steward Partners Investment Advisory’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 Q1	$60K	Hold	1,550	–	–	﹤0.01%	2688
2025 Q4	$59.3K	Hold	1,550	–	–	﹤0.01%	2577
2025 Q3	$60.4K	Hold	1,550	–	–	﹤0.01%	2508
2025 Q2	$59.4K	Hold	1,550	–	–	﹤0.01%	2392
2025 Q1	$54.9K	Hold	1,550	–	–	﹤0.01%	2337
2024 Q4	$53.1K	Hold	1,550	–	–	﹤0.01%	2301
2024 Q3	$55.9K	Hold	1,550	–	–	﹤0.01%	2179
2024 Q2	$52.9K	Hold	1,550	–	–	﹤0.01%	2075
2024 Q1	$51.9K	Hold	1,550	–	–	﹤0.01%	2092
2023 Q4	$47.2K	Hold	1,550	–	–	﹤0.01%	2022
2023 Q3	$44.4K	Buy	+1,550	New	+$48.6K	﹤0.01%	1965

Other funds holding EVX

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

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

HIIFS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

CMMS

Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return

Steward Partners Investment Advisory's EVX Position: Q1 2026 in Review

Steward Partners Investment Advisory held its VanEck Environmental Services ETF (EVX) position steady in Q1 2026 at 1,550 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #2688.

Steward Partners Investment Advisory first reported a position in EVX in Q3 2023 and has held it in 11 quarters since. The position peaked at $60.4K in Q3 2025. 49 funds tracked by Wall St. Rank hold EVX as of Q1 2026.

Steward Partners Investment Advisory held 1,550 shares of VanEck Environmental Services ETF worth $60K as of Q1 2026.
Steward Partners Investment Advisory left its VanEck Environmental Services ETF share count unchanged in Q1 2026.
VanEck Environmental Services ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2688 holding.
Steward Partners Investment Advisory first reported a position in VanEck Environmental Services ETF in Q3 2023 and has held it in 11 quarters since.
Steward Partners Investment Advisory's VanEck Environmental Services ETF position peaked at $60.4K in Q3 2025.
49 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.