Independence Bank of Kentucky’s VanEck Natural Resources ETF HAP Stock Holding History

Independence Bank of Kentucky’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 Q3	–	Sell	-85	Closed	-$4.42K	–	630
2025 Q2	$4.42K	Hold	85	–	–	﹤0.01%	572
2025 Q1	$4.23K	Hold	85	–	–	﹤0.01%	566
2024 Q4	$3.88K	Hold	85	–	–	﹤0.01%	573
2024 Q3	$4.48K	Hold	85	–	–	﹤0.01%	532
2024 Q2	$4.25K	Hold	85	–	–	﹤0.01%	492
2024 Q1	$4.33K	Hold	85	–	–	﹤0.01%	482
2023 Q4	$4.15K	Hold	85	–	–	﹤0.01%	475
2023 Q3	$4.17K	Hold	85	–	–	﹤0.01%	441
2023 Q2	$4.09K	Hold	85	–	–	﹤0.01%	447
2023 Q1	$4.19K	Hold	85	–	–	﹤0.01%	395
2022 Q4	$4K	Hold	85	–	–	﹤0.01%	396
2022 Q3	$4K	Hold	85	–	–	﹤0.01%	383
2022 Q2	$4K	Hold	85	–	–	﹤0.01%	383
2022 Q1	$5K	Sell	85 -15	-15%	-$761	﹤0.01%	377
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	363
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	361
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	358
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	360
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	351
2020 Q3	$3K	Sell	100 -115	-53%	-$3.76K	﹤0.01%	349
2020 Q2	$7K	Sell	215 -225	-51%	-$6.44K	﹤0.01%	296
2020 Q1	$11K	Buy	440 +100	+29%	+$3.2K	0.01%	278
2019 Q4	$13K	Sell	340 -300	-47%	-$10.8K	0.01%	286
2019 Q3	$23K	Hold	640	–	–	0.02%	252
2019 Q2	$23K	Hold	640	–	–	0.02%	223
2019 Q1	$23K	Buy	640 +450	+237%	+$15.7K	0.02%	226
2018 Q4	$6K	Hold	190	–	–	0.01%	285
2018 Q3	$7K	Buy	+190	New	+$7.01K	0.01%	292

Other funds holding HAP

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

Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return

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

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

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

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

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

Independence Bank of Kentucky's HAP Position: Q3 2025 in Review

Independence Bank of Kentucky sold out of VanEck Natural Resources ETF (HAP) in Q3 2025, closing a stake of 85 shares — an estimated $4.42K sold.

Independence Bank of Kentucky first reported a position in HAP in Q3 2018 and held it in 28 quarters. The position peaked at $23K in Q3 2019. 51 funds tracked by Wall St. Rank hold HAP as of Q3 2025.

Independence Bank of Kentucky reported no remaining VanEck Natural Resources ETF position as of Q3 2025 after selling out during the quarter.
Independence Bank of Kentucky sold 85 VanEck Natural Resources ETF shares in Q3 2025, an estimated $4.42K.
Independence Bank of Kentucky first reported a position in VanEck Natural Resources ETF in Q3 2018 and held it in 28 quarters.
Independence Bank of Kentucky's VanEck Natural Resources ETF position peaked at $23K in Q3 2019.
51 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q3 2025.

Based on Independence Bank of Kentucky's 13F filing for Q3 2025, filed 9 Oct 2025.