Bank of Montreal
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Bank of Montreal’s VanEck Natural Resources ETF HAP Stock Holding History

Bank of Montreal’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
2024
Q4 		– Sell
-5,597
Closed -$285K – 3710
2024
Q3 		$285K Buy
+5,597
New +$283K ﹤0.01% 2809
2023
Q4 		– Sell
-10,841
Closed -$552K – 4116
2023
Q3 		$552K Buy
+10,841
New +$539K ﹤0.01% 2393
2023
Q1 		– Sell
-62
Closed -$3.2K – 3950
2022
Q4 		$3.2K Buy
+62
New +$3.05K ﹤0.01% 3865

Other funds holding HAP

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal's HAP Position: Q4 2024 in Review

Bank of Montreal sold out of VanEck Natural Resources ETF (HAP) in Q4 2024, closing a stake of 5,597 shares — an estimated $285K sold.

Bank of Montreal first reported a position in HAP in Q4 2022 and held it in 3 quarters. The position peaked at $552K in Q3 2023. 52 funds tracked by Wall St. Rank hold HAP as of Q4 2024.

  • Bank of Montreal reported no remaining VanEck Natural Resources ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 5,597 VanEck Natural Resources ETF shares in Q4 2024, an estimated $285K.
  • Bank of Montreal first reported a position in VanEck Natural Resources ETF in Q4 2022 and held it in 3 quarters.
  • Bank of Montreal's VanEck Natural Resources ETF position peaked at $552K in Q3 2023.
  • 52 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.