TAP Consulting’s VanEck Environmental Services ETF EVX Stock Holding History

TAP Consulting’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
2023 Q3	–	Sell	-41,615	Closed	-$1.34M	–	138
2023 Q2	$1.34M	Sell	41,615 -1,005	-2%	-$29.6K	0.33%	78
2023 Q1	$1.24M	Buy	+42,620	New	+$1.21M	0.3%	80

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

PSF

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

TAP Consulting's EVX Position: Q3 2023 in Review

TAP Consulting sold out of VanEck Environmental Services ETF (EVX) in Q3 2023, closing a stake of 41,615 shares — an estimated $1.34M sold.

TAP Consulting first reported a position in EVX in Q1 2023 and held it in 2 quarters. The position peaked at $1.34M in Q2 2023. 41 funds tracked by Wall St. Rank hold EVX as of Q3 2023.

TAP Consulting reported no remaining VanEck Environmental Services ETF position as of Q3 2023 after selling out during the quarter.
TAP Consulting sold 41,615 VanEck Environmental Services ETF shares in Q3 2023, an estimated $1.34M.
TAP Consulting first reported a position in VanEck Environmental Services ETF in Q1 2023 and held it in 2 quarters.
TAP Consulting's VanEck Environmental Services ETF position peaked at $1.34M in Q2 2023.
41 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q3 2023.

Based on TAP Consulting's 13F filing for Q3 2023, filed 5 Dec 2023.