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Carolinas Wealth Consulting’s VanEck Natural Resources ETF HAP Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-1,421
Closed -$70.8K – 391
2025
Q1 		$70.8K Hold
1,421
– – 0.02% 296
2024
Q4 		$64.8K Hold
1,421
– – 0.01% 320
2024
Q3 		$74.9K Hold
1,421
– – 0.01% 310
2024
Q2 		$71K Hold
1,421
– – 0.01% 318
2024
Q1 		$72.4K Buy
+1,421
New +$67.8K 0.01% 321

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Carolinas Wealth Consulting's HAP Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of VanEck Natural Resources ETF (HAP) in Q2 2025, closing a stake of 1,421 shares — an estimated $70.8K sold.

Carolinas Wealth Consulting first reported a position in HAP in Q1 2024 and held it in 5 quarters. The position peaked at $74.9K in Q3 2024. 52 funds tracked by Wall St. Rank hold HAP as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining VanEck Natural Resources ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,421 VanEck Natural Resources ETF shares in Q2 2025, an estimated $70.8K.
  • Carolinas Wealth Consulting first reported a position in VanEck Natural Resources ETF in Q1 2024 and held it in 5 quarters.
  • Carolinas Wealth Consulting's VanEck Natural Resources ETF position peaked at $74.9K in Q3 2024.
  • 52 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.