Independent Financial Group’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Independent Financial Group’s Portfolio NANR Stock Details NANR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$820K	Buy	+10,855	New	+$889K	0.02%	770
2022 Q3	–	Sell	-14,030	Closed	-$691K	–	772
2022 Q2	$691K	Buy	14,030 +2,920	+26%	+$165K	0.07%	300
2022 Q1	$645K	Buy	+11,110	New	+$570K	0.05%	356

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RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return