Wealth Enhancement Advisory Services
EVX icon

Wealth Enhancement Advisory Services’s VanEck Environmental Services ETF EVX Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-8,001
Closed -$313K – 3681
2025
Q4 		$313K Buy
+8,001
New +$306K ﹤0.01% 2885
2025
Q2 		– Sell
-9,750
Closed -$346K – 3416
2025
Q1 		$346K Buy
+9,750
New +$345K ﹤0.01% 2332

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HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
CMMS
Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return

Wealth Enhancement Advisory Services's EVX Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of VanEck Environmental Services ETF (EVX) in Q1 2026, closing a stake of 8,001 shares — an estimated $313K sold.

Wealth Enhancement Advisory Services first reported a position in EVX in Q1 2025 and held it in 2 quarters. The position peaked at $346K in Q1 2025. 49 funds tracked by Wall St. Rank hold EVX as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining VanEck Environmental Services ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 8,001 VanEck Environmental Services ETF shares in Q1 2026, an estimated $313K.
  • Wealth Enhancement Advisory Services first reported a position in VanEck Environmental Services ETF in Q1 2025 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's VanEck Environmental Services ETF position peaked at $346K in Q1 2025.
  • 49 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.