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Opal Wealth Advisors’s VanEck Natural Resources ETF HAP Stock Holding History

Opal Wealth Advisors’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
2024
Q3 		– Sell
-57
Closed -$2.85K – 607
2024
Q2 		$2.85K Buy
57
+7
+14% +$359 ﹤0.01% 902
2024
Q1 		$2.55K Buy
+50
New +$2.39K ﹤0.01% 287

Other funds holding HAP

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Opal Wealth Advisors's HAP Position: Q3 2024 in Review

Opal Wealth Advisors sold out of VanEck Natural Resources ETF (HAP) in Q3 2024, closing a stake of 57 shares — an estimated $2.85K sold.

Opal Wealth Advisors first reported a position in HAP in Q1 2024 and held it in 2 quarters. The position peaked at $2.85K in Q2 2024. 52 funds tracked by Wall St. Rank hold HAP as of Q3 2024.

  • Opal Wealth Advisors reported no remaining VanEck Natural Resources ETF position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 57 VanEck Natural Resources ETF shares in Q3 2024, an estimated $2.85K.
  • Opal Wealth Advisors first reported a position in VanEck Natural Resources ETF in Q1 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's VanEck Natural Resources ETF position peaked at $2.85K in Q2 2024.
  • 52 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.