Arete Wealth Advisors’s VanEck Oil Services ETF OIH Stock Holding History

Arete Wealth Advisors’s Portfolio OIH Stock Details OIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,322	Closed	-$1.31M	–	704
2022 Q4	$1.31M	Sell	4,322 -1,118	-21%	-$320K	0.11%	158
2022 Q3	$1.15M	Buy	5,440 +587	+12%	+$134K	0.11%	160
2022 Q2	$1.13M	Buy	4,853 +1,685	+53%	+$462K	0.11%	136
2022 Q1	$895K	Buy	3,168 +2,002	+172%	+$491K	0.07%	199
2021 Q4	$228K	Buy	1,166 +144	+14%	+$29K	0.02%	441
2021 Q3	$201K	Sell	1,022 -192	-16%	-$36.5K	0.02%	396
2021 Q2	$255K	Buy	+1,214	New	+$254K	0.04%	287
2014 Q3	–	Sell	-708	Closed	-$818K	–	144
2014 Q2	$818K	Buy	+708	New	+$747K	0.64%	39

Other funds holding OIH

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Arete Wealth Advisors's OIH Position: Q1 2023 in Review

Arete Wealth Advisors sold out of VanEck Oil Services ETF (OIH) in Q1 2023, closing a stake of 4,322 shares — an estimated $1.31M sold.

Arete Wealth Advisors first reported a position in OIH in Q2 2014 and held it in 8 quarters. The position peaked at $1.31M in Q4 2022. 271 funds tracked by Wall St. Rank hold OIH as of Q1 2023.

Arete Wealth Advisors reported no remaining VanEck Oil Services ETF position as of Q1 2023 after selling out during the quarter.
Arete Wealth Advisors sold 4,322 VanEck Oil Services ETF shares in Q1 2023, an estimated $1.31M.
Arete Wealth Advisors first reported a position in VanEck Oil Services ETF in Q2 2014 and held it in 8 quarters.
Arete Wealth Advisors's VanEck Oil Services ETF position peaked at $1.31M in Q4 2022.
271 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q1 2023.

Based on Arete Wealth Advisors's 13F filing for Q1 2023, filed 1 May 2023.