Beaumont Financial Advisors’s VanEck Natural Resources ETF HAP Stock Holding History

Beaumont Financial Advisors’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
2026 Q1	$9.47M	Buy	130,627 +39,897	+44%	+$2.76M	0.65%	39
2025 Q4	$5.46M	Buy	+90,730	New	+$5.32M	0.36%	52
2024 Q1	–	Sell	-254,408	Closed	-$12.4M	–	369
2023 Q4	$12.4M	Buy	254,408 +23,631	+10%	+$1.14M	1.13%	29
2023 Q3	$11.3M	Buy	+230,777	New	+$11.5M	1.13%	27
2022 Q3	–	Sell	-311,011	Closed	-$14.1M	–	315
2022 Q2	$14.1M	Buy	311,011 +9,096	+3%	+$472K	1.27%	21
2022 Q1	$16.6M	Buy	301,915 +9,779	+3%	+$496K	1.26%	19
2021 Q4	$13.8M	Buy	292,136 +86,904	+42%	+$4.12M	1%	30
2021 Q3	$9.33M	Buy	+205,232	New	+$9.37M	0.72%	42

Other funds holding HAP

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beaumont Financial Advisors's HAP Position: Q1 2026 in Review

Beaumont Financial Advisors increased its VanEck Natural Resources ETF (HAP) stake by 44% in Q1 2026, buying an estimated $2.76M and bringing the position to 130,627 shares worth $9.47M. The position accounts for 0.65% of the portfolio, ranked #39.

Beaumont Financial Advisors first reported a position in HAP in Q3 2021 and has held it in 8 quarters since. The position peaked at $16.6M in Q1 2022. 63 funds tracked by Wall St. Rank hold HAP as of Q1 2026.

Beaumont Financial Advisors held 130,627 shares of VanEck Natural Resources ETF worth $9.47M as of Q1 2026.
Beaumont Financial Advisors bought 39,897 VanEck Natural Resources ETF shares in Q1 2026, an estimated $2.76M.
VanEck Natural Resources ETF made up 0.65% of Beaumont Financial Advisors's portfolio in Q1 2026, its #39 holding.
Beaumont Financial Advisors first reported a position in VanEck Natural Resources ETF in Q3 2021 and has held it in 8 quarters since.
Beaumont Financial Advisors's VanEck Natural Resources ETF position peaked at $16.6M in Q1 2022.
63 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.