BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s VanEck Steel ETF SLX Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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
2026 Q2	$158K	Sell	1,610 -8	-0.5%	-$833	0.02%	601
2026 Q1	$149K	Buy	1,618 +146	+10%	+$13.7K	0.02%	619
2025 Q4	$125K	Buy	1,472 +172	+13%	+$13.7K	0.02%	707
2025 Q3	$94.2K	Hold	1,300	–	–	0.01%	736
2025 Q2	$86K	Sell	1,300 -8,675	-87%	-$535K	0.01%	747
2025 Q1	$613K	Buy	9,975 +8,225	+470%	+$508K	0.1%	189
2024 Q4	$102K	Hold	1,750	–	–	0.02%	655
2024 Q3	$123K	Buy	+1,750	New	+$117K	0.02%	646

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s SLX Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its VanEck Steel ETF (SLX) stake by 0.49% in Q2 2026, selling an estimated $833 and leaving 1,610 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #601.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in SLX in Q3 2024 and has held it in 8 quarters since. The position peaked at $613K in Q1 2025. 63 funds tracked by Wall St. Rank hold SLX as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 1,610 shares of VanEck Steel ETF worth $158K as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 8 VanEck Steel ETF shares in Q2 2026, an estimated $833.
VanEck Steel ETF made up 0.02% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #601 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in VanEck Steel ETF in Q3 2024 and has held it in 8 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s VanEck Steel ETF position peaked at $613K in Q1 2025.
63 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.