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VisionPoint Advisory Group’s VanEck Energy Income ETF EINC Stock Holding History

VisionPoint Advisory Group’s Portfolio EINC Stock Details EINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-173
Closed -$13.8K – 393
2024
Q2 		$13.8K Buy
+173
New +$13.2K ﹤0.01% 457

Other funds holding EINC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

VisionPoint Advisory Group's EINC Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of VanEck Energy Income ETF (EINC) in Q3 2024, closing a stake of 173 shares — an estimated $13.8K sold.

VisionPoint Advisory Group first reported a position in EINC in Q2 2024 and held it in 1 quarter. The position peaked at $13.8K in Q2 2024. 25 funds tracked by Wall St. Rank hold EINC as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining VanEck Energy Income ETF position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 173 VanEck Energy Income ETF shares in Q3 2024, an estimated $13.8K.
  • VisionPoint Advisory Group first reported a position in VanEck Energy Income ETF in Q2 2024 and held it in 1 quarter.
  • VisionPoint Advisory Group's VanEck Energy Income ETF position peaked at $13.8K in Q2 2024.
  • 25 funds tracked by Wall St. Rank held VanEck Energy Income ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.