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

Monumental 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
2022 Q2	–	Sell	-521	Closed	-$30K	–	54
2022 Q1	$30K	Buy	+521	New	+$26.7K	0.02%	36

Other funds holding NANR

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Monumental Financial Group's NANR Position: Q2 2022 in Review

Monumental Financial Group sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q2 2022, closing a stake of 521 shares — an estimated $30K sold.

Monumental Financial Group first reported a position in NANR in Q1 2022 and held it in 1 quarter. The position peaked at $30K in Q1 2022. 74 funds tracked by Wall St. Rank hold NANR as of Q2 2022.

Monumental Financial Group reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q2 2022 after selling out during the quarter.
Monumental Financial Group sold 521 State Street SPDR S&P North American Natural Resources ETF shares in Q2 2022, an estimated $30K.
Monumental Financial Group first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q1 2022 and held it in 1 quarter.
Monumental Financial Group's State Street SPDR S&P North American Natural Resources ETF position peaked at $30K in Q1 2022.
74 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2022.

Based on Monumental Financial Group's 13F filing for Q2 2022, filed 28 Jul 2022.