National Wealth Management Group’s VanEck Oil Services ETF OIH Stock Holding History

National Wealth Management Group’s Portfolio OIH Stock Details OIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-757	Closed	-$205K	–	176
2024 Q4	$205K	Sell	757 -100	-12%	-$28.7K	0.14%	140
2024 Q3	$243K	Buy	857 +64	+8%	+$19.3K	0.16%	127
2024 Q2	$251K	Sell	793 -95	-11%	-$30.4K	0.19%	113
2024 Q1	$299K	Sell	888 -262	-23%	-$79.4K	0.23%	108
2023 Q4	$356K	Sell	1,150 -362	-24%	-$116K	0.34%	88
2023 Q3	$522K	Buy	1,512 +3	+0.2%	+$1.01K	0.57%	50
2023 Q2	$515K	Sell	1,509 -218	-13%	-$59.1K	0.54%	58
2023 Q1	$437K	Sell	1,727 -446	-21%	-$136K	0.5%	58
2022 Q4	$661K	Sell	2,173 -517	-19%	-$148K	0.79%	29
2022 Q3	$568K	Sell	2,690 -1,387	-34%	-$317K	0.74%	28
2022 Q2	$948K	Sell	4,077 -5,109	-56%	-$1.4M	1.2%	20
2022 Q1	$2.6M	Buy	+9,186	New	+$2.25M	2.5%	9

Other funds holding OIH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EPFB

Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

National Wealth Management Group's OIH Position: Q1 2025 in Review

National Wealth Management Group sold out of VanEck Oil Services ETF (OIH) in Q1 2025, closing a stake of 757 shares — an estimated $205K sold.

National Wealth Management Group first reported a position in OIH in Q1 2022 and held it in 12 quarters. The position peaked at $2.6M in Q1 2022. 201 funds tracked by Wall St. Rank hold OIH as of Q1 2025.

National Wealth Management Group reported no remaining VanEck Oil Services ETF position as of Q1 2025 after selling out during the quarter.
National Wealth Management Group sold 757 VanEck Oil Services ETF shares in Q1 2025, an estimated $205K.
National Wealth Management Group first reported a position in VanEck Oil Services ETF in Q1 2022 and held it in 12 quarters.
National Wealth Management Group's VanEck Oil Services ETF position peaked at $2.6M in Q1 2022.
201 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q1 2025.

Based on National Wealth Management Group's 13F filing for Q1 2025, filed 15 May 2025.