Essex Financial Services’s VanEck Natural Resources ETF HAP Stock Holding History

Essex Financial Services’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
2022 Q3	–	Sell	-4,840	Closed	-$220K	–	474
2022 Q2	$220K	Buy	4,840 +1,050	+28%	+$54.5K	0.02%	436
2022 Q1	$208K	Buy	+3,790	New	+$192K	0.02%	471

Other funds holding HAP

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Essex Financial Services's HAP Position: Q3 2022 in Review

Essex Financial Services sold out of VanEck Natural Resources ETF (HAP) in Q3 2022, closing a stake of 4,840 shares — an estimated $220K sold.

Essex Financial Services first reported a position in HAP in Q1 2022 and held it in 2 quarters. The position peaked at $220K in Q2 2022. 45 funds tracked by Wall St. Rank hold HAP as of Q3 2022.

Essex Financial Services reported no remaining VanEck Natural Resources ETF position as of Q3 2022 after selling out during the quarter.
Essex Financial Services sold 4,840 VanEck Natural Resources ETF shares in Q3 2022, an estimated $220K.
Essex Financial Services first reported a position in VanEck Natural Resources ETF in Q1 2022 and held it in 2 quarters.
Essex Financial Services's VanEck Natural Resources ETF position peaked at $220K in Q2 2022.
45 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q3 2022.

Based on Essex Financial Services's 13F filing for Q3 2022, filed 7 Nov 2022.