Lee Financial’s VanEck Natural Resources ETF HAP Stock Holding History

Lee Financial’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
2023 Q3	–	Sell	-1	Closed	-$47	–	841
2023 Q2	$47	Hold	1	–	–	﹤0.01%	773
2023 Q1	$48	Sell	1 -1,216	-100%	-$60.7K	﹤0.01%	780
2022 Q4	$59.9K	Buy	1,217 +16	+1%	+$787	0.01%	240
2022 Q3	$52K	Hold	1,201	–	–	0.01%	248
2022 Q2	$54K	Buy	+1,201	New	+$62.3K	0.01%	239

Other funds holding HAP

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

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

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

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

Lee Financial's HAP Position: Q3 2023 in Review

Lee Financial sold out of VanEck Natural Resources ETF (HAP) in Q3 2023, closing a stake of 1 share — an estimated $47 sold.

Lee Financial first reported a position in HAP in Q2 2022 and held it in 5 quarters. The position peaked at $59.9K in Q4 2022. 46 funds tracked by Wall St. Rank hold HAP as of Q3 2023.

Lee Financial reported no remaining VanEck Natural Resources ETF position as of Q3 2023 after selling out during the quarter.
Lee Financial sold 1 VanEck Natural Resources ETF share in Q3 2023, an estimated $47.
Lee Financial first reported a position in VanEck Natural Resources ETF in Q2 2022 and held it in 5 quarters.
Lee Financial's VanEck Natural Resources ETF position peaked at $59.9K in Q4 2022.
46 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q3 2023.

Based on Lee Financial's 13F filing for Q3 2023, filed 9 Nov 2023.