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Mark Sheptoff Financial Planning’s VanEck Oil Refiners ETF CRAK Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio CRAK Stock Details CRAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.6K Hold
187
– – ﹤0.01% 379
2026
Q1 		$9.7K Buy
+187
New +$8.24K 0.01% 350

Other funds holding CRAK

JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

Mark Sheptoff Financial Planning's CRAK Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its VanEck Oil Refiners ETF (CRAK) position steady in Q2 2026 at 187 shares worth $8.6K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Mark Sheptoff Financial Planning first reported a position in CRAK in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.7K in Q1 2026. 60 funds tracked by Wall St. Rank hold CRAK as of Q2 2026.

  • Mark Sheptoff Financial Planning held 187 shares of VanEck Oil Refiners ETF worth $8.6K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its VanEck Oil Refiners ETF share count unchanged in Q2 2026.
  • VanEck Oil Refiners ETF made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #379 holding.
  • Mark Sheptoff Financial Planning first reported a position in VanEck Oil Refiners ETF in Q1 2026 and has held it in 2 quarters since.
  • Mark Sheptoff Financial Planning's VanEck Oil Refiners ETF position peaked at $9.7K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held VanEck Oil Refiners ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.