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 Q2	–	Sell	-130,627	Closed	-$9.47M	–	392
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 $110B AUM 26.29% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Beaumont Financial Advisors's HAP Position: Q2 2026 in Review

Beaumont Financial Advisors sold out of VanEck Natural Resources ETF (HAP) in Q2 2026, closing a stake of 130,627 shares — an estimated $9.47M sold.

Beaumont Financial Advisors first reported a position in HAP in Q3 2021 and held it in 8 quarters. The position peaked at $16.6M in Q1 2022. 69 funds tracked by Wall St. Rank hold HAP as of Q2 2026.

Beaumont Financial Advisors reported no remaining VanEck Natural Resources ETF position as of Q2 2026 after selling out during the quarter.
Beaumont Financial Advisors sold 130,627 VanEck Natural Resources ETF shares in Q2 2026, an estimated $9.47M.
Beaumont Financial Advisors first reported a position in VanEck Natural Resources ETF in Q3 2021 and held it in 8 quarters.
Beaumont Financial Advisors's VanEck Natural Resources ETF position peaked at $16.6M in Q1 2022.
69 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.