Avantax Advisory Services’s VanEck Natural Resources ETF HAP Stock Holding History

Avantax Advisory Services’s Portfolio HAP Stock Details HAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,396	Closed	-$260K	–	1578
2023 Q2	$260K	Sell	5,396 -190	-3%	-$9.17K	﹤0.01%	1257
2023 Q1	$276K	Hold	5,586	–	–	﹤0.01%	1197
2022 Q4	$275K	Buy	5,586 +412	+8%	+$20.3K	﹤0.01%	1149
2022 Q3	$224K	Buy	+5,174	New	+$240K	﹤0.01%	1156

Other funds holding HAP

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Avantax Advisory Services's HAP Position: Q3 2023 in Review

Avantax Advisory Services sold out of VanEck Natural Resources ETF (HAP) in Q3 2023, closing a stake of 5,396 shares — an estimated $260K sold.

Avantax Advisory Services first reported a position in HAP in Q3 2022 and held it in 4 quarters. The position peaked at $276K in Q1 2023. 46 funds tracked by Wall St. Rank hold HAP as of Q3 2023.

Avantax Advisory Services reported no remaining VanEck Natural Resources ETF position as of Q3 2023 after selling out during the quarter.
Avantax Advisory Services sold 5,396 VanEck Natural Resources ETF shares in Q3 2023, an estimated $260K.
Avantax Advisory Services first reported a position in VanEck Natural Resources ETF in Q3 2022 and held it in 4 quarters.
Avantax Advisory Services's VanEck Natural Resources ETF position peaked at $276K in Q1 2023.
46 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q3 2023.

Based on Avantax Advisory Services's 13F filing for Q3 2023, filed 8 Nov 2023.