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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
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

Cetera Investment Advisers
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
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
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Castleview Partners's HAP Position: Q2 2026 in Review

Castleview Partners increased its VanEck Natural Resources ETF (HAP) stake by 13% in Q2 2026, buying an estimated $26.4K and bringing the position to 3,245 shares worth $223K. The position accounts for 0.1% of the portfolio, ranked #198.

Castleview Partners first reported a position in HAP in Q4 2023 and has held it in 7 quarters since. 69 funds tracked by Wall St. Rank hold HAP as of Q2 2026.

  • Castleview Partners held 3,245 shares of VanEck Natural Resources ETF worth $223K as of Q2 2026.
  • Castleview Partners bought 366 VanEck Natural Resources ETF shares in Q2 2026, an estimated $26.4K.
  • VanEck Natural Resources ETF made up 0.1% of Castleview Partners's portfolio in Q2 2026, its #198 holding.
  • Castleview Partners first reported a position in VanEck Natural Resources ETF in Q4 2023 and has held it in 7 quarters since.
  • 69 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.