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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 $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
AGA
Arkos Global Advisors Houston, Texas $844M AUM 16.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

AE Wealth Management's CRAK Position: Q2 2025 in Review

AE Wealth Management sold out of VanEck Oil Refiners ETF (CRAK) in Q2 2025, closing a stake of 800 shares — an estimated $23K sold.

AE Wealth Management first reported a position in CRAK in Q4 2022 and held it in 3 quarters. The position peaked at $294K in Q4 2022. 18 funds tracked by Wall St. Rank hold CRAK as of Q2 2025.

  • AE Wealth Management reported no remaining VanEck Oil Refiners ETF position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 800 VanEck Oil Refiners ETF shares in Q2 2025, an estimated $23K.
  • AE Wealth Management first reported a position in VanEck Oil Refiners ETF in Q4 2022 and held it in 3 quarters.
  • AE Wealth Management's VanEck Oil Refiners ETF position peaked at $294K in Q4 2022.
  • 18 funds tracked by Wall St. Rank held VanEck Oil Refiners ETF as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.