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IAG Wealth Partners’s VanEck Natural Resources ETF HAP Stock Holding History

IAG Wealth 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
Q1 		$18.3M Sell
253,095
-73,719
-23% -$5.09M 2.05% 19
2025
Q4 		$19.7M Sell
326,814
-11,693
-3% -$685K 2.28% 16
2025
Q3 		$19.3M Buy
338,507
+1,651
+0.5% +$89.8K 2.32% 16
2025
Q2 		$17.5M Buy
336,856
+12,219
+4% +$606K 2.32% 15
2025
Q1 		$16.2M Buy
324,637
+9,735
+3% +$471K 2.51% 14
2024
Q4 		$14.4M Buy
314,902
+29,516
+10% +$1.48M 2.53% 13
2024
Q3 		$15M Buy
285,386
+11,792
+4% +$595K 2.78% 12
2024
Q2 		$13.7M Sell
273,594
-11,962
-4% -$614K 2.75% 12
2024
Q1 		$14.5M Buy
285,556
+31,031
+12% +$1.48M 3.12% 10
2023
Q4 		$12.4M Buy
+254,525
New +$12.2M 2.83% 11

Other funds holding HAP

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IAG Wealth Partners's HAP Position: Q1 2026 in Review

IAG Wealth Partners reduced its VanEck Natural Resources ETF (HAP) stake by 23% in Q1 2026, selling an estimated $5.09M and leaving 253,095 shares worth $18.3M. The position accounts for 2.05% of the portfolio, ranked #19.

IAG Wealth Partners first reported a position in HAP in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.7M in Q4 2025. 63 funds tracked by Wall St. Rank hold HAP as of Q1 2026.

  • IAG Wealth Partners held 253,095 shares of VanEck Natural Resources ETF worth $18.3M as of Q1 2026.
  • IAG Wealth Partners sold 73,719 VanEck Natural Resources ETF shares in Q1 2026, an estimated $5.09M.
  • VanEck Natural Resources ETF made up 2.05% of IAG Wealth Partners's portfolio in Q1 2026, its #19 holding.
  • IAG Wealth Partners first reported a position in VanEck Natural Resources ETF in Q4 2023 and has held it in 10 quarters since.
  • IAG Wealth Partners's VanEck Natural Resources ETF position peaked at $19.7M in Q4 2025.
  • 63 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.