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Castleview Partners’s VanEck Natural Resources ETF HAP Stock Holding History

Castleview Partners’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
Q3 		$236K Sell
3,222
-23
-0.7% -$1.69K 0.1% 190
2026
Q2 		$223K Buy
3,245
+366
+13% +$26.4K 0.1% 198
2026
Q1 		$209K Buy
+2,879
New +$199K 0.11% 186
2025
Q1 		– Sell
-585
Closed -$26.9K – 335
2024
Q4 		$26.9K Buy
585
+15
+3% +$753 0.01% 427
2024
Q3 		$30K Hold
570
– – 0.02% 396
2024
Q2 		$28.5K Hold
570
– – 0.02% 396
2024
Q1 		$29K Hold
570
– – 0.02% 420
2023
Q4 		$27.8K Buy
+570
New +$27.4K 0.02% 390

Other funds holding HAP

CC
Cultivar Capital Denton, Texas $160M AUM 6.9% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Castleview Partners's HAP Position: Q3 2026 in Review

Castleview Partners reduced its VanEck Natural Resources ETF (HAP) stake by 0.71% in Q3 2026, selling an estimated $1.69K and leaving 3,222 shares worth $236K. The position accounts for 0.1% of the portfolio, ranked #190.

Castleview Partners first reported a position in HAP in Q4 2023 and has held it in 8 quarters since. 11 funds tracked by Wall St. Rank hold HAP as of Q3 2026.

  • Castleview Partners held 3,222 shares of VanEck Natural Resources ETF worth $236K as of Q3 2026.
  • Castleview Partners sold 23 VanEck Natural Resources ETF shares in Q3 2026, an estimated $1.69K.
  • VanEck Natural Resources ETF made up 0.1% of Castleview Partners's portfolio in Q3 2026, its #190 holding.
  • Castleview Partners first reported a position in VanEck Natural Resources ETF in Q4 2023 and has held it in 8 quarters since.
  • 11 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.