Milestone Asset Management’s VanEck Oil Refiners ETF CRAK Stock Holding History

Milestone Asset Management’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 Q3	$222K	Buy	+3,500	New	+$204K	0.04%	225

Other funds holding CRAK

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $338M AUM 49.03% 1-Year Est. Return

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return

Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return

4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return

Dynamic Advisor Solutions

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Farther Finance Advisors

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $655M AUM 21.88% 1-Year Est. Return

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Milestone Asset Management's CRAK Position: Q3 2026 in Review

Milestone Asset Management opened a new position in VanEck Oil Refiners ETF (CRAK) in Q3 2026: 3,500 shares worth $222K. The stake represents 0.04% of the portfolio and ranks #225 among its holdings.

11 funds tracked by Wall St. Rank hold CRAK as of Q3 2026.

Milestone Asset Management held 3,500 shares of VanEck Oil Refiners ETF worth $222K as of Q3 2026.
VanEck Oil Refiners ETF was a new Milestone Asset Management position in Q3 2026.
VanEck Oil Refiners ETF made up 0.04% of Milestone Asset Management's portfolio in Q3 2026, its #225 holding.
11 funds tracked by Wall St. Rank held VanEck Oil Refiners ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.