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AE Wealth Management’s VanEck Oil Refiners ETF CRAK Stock Holding History

AE Wealth Management’s Portfolio CRAK Stock Details CRAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-800
Closed -$23K – 2181
2025
Q1 		$23K Buy
+800
New +$23K ﹤0.01% 1716
2023
Q2 		– Sell
-8,998
Closed -$286K – 1928
2023
Q1 		$286K Sell
8,998
-412
-4% -$13.1K ﹤0.01% 1576
2022
Q4 		$294K Buy
+9,410
New +$291K ﹤0.01% 1509

Other funds holding CRAK

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $475M AUM 18.5% 1-Year Est. Return
AGA
Arkos Global Advisors Houston, Texas $797M AUM 15.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return