Winch Advisory Services’s VanEck Steel ETF SLX Stock Holding History

Winch Advisory Services’s Portfolio SLX Stock Details SLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-576	Closed	-$33.7K	–	536
2024 Q4	$33.7K	Buy	576 +19	+3%	+$1.29K	0.01%	186
2024 Q3	$39.2K	Hold	557	–	–	0.01%	174
2024 Q2	$37.1K	Sell	557 -110	-16%	-$7.7K	0.01%	168
2024 Q1	$48.4K	Hold	667	–	–	0.01%	151
2023 Q4	$49.2K	Buy	667 +18	+3%	+$1.21K	0.02%	147
2023 Q3	$43K	Hold	649	–	–	0.02%	148
2023 Q2	$42K	Hold	649	–	–	0.02%	140
2023 Q1	$41K	Hold	649	–	–	0.02%	137
2022 Q4	$38K	Buy	649 +30	+5%	+$1.71K	0.02%	140
2022 Q3	$30K	Hold	619	–	–	0.01%	141
2022 Q2	$31K	Buy	619 +33	+6%	+$2K	0.01%	145
2022 Q1	$40K	Buy	586 +2	+0.3%	+$118	0.01%	146
2021 Q4	$31K	Buy	584 +8	+1%	+$441	0.01%	170
2021 Q3	$32K	Hold	576	–	–	0.01%	163
2021 Q2	$36K	Buy	+576	New	+$35.3K	0.01%	150

Other funds holding SLX

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CFG

Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Winch Advisory Services's SLX Position: Q1 2025 in Review

Winch Advisory Services sold out of VanEck Steel ETF (SLX) in Q1 2025, closing a stake of 576 shares — an estimated $33.7K sold.

Winch Advisory Services first reported a position in SLX in Q2 2021 and held it in 15 quarters. The position peaked at $49.2K in Q4 2023. 36 funds tracked by Wall St. Rank hold SLX as of Q1 2025.

Winch Advisory Services reported no remaining VanEck Steel ETF position as of Q1 2025 after selling out during the quarter.
Winch Advisory Services sold 576 VanEck Steel ETF shares in Q1 2025, an estimated $33.7K.
Winch Advisory Services first reported a position in VanEck Steel ETF in Q2 2021 and held it in 15 quarters.
Winch Advisory Services's VanEck Steel ETF position peaked at $49.2K in Q4 2023.
36 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q1 2025.

Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.