Peterson Wealth Services’s VanEck Natural Resources ETF HAP Stock Holding History

Peterson Wealth Services’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
2026 Q3	$200K	Hold	2,742	–	–	0.04%	132
2026 Q2	$188K	Hold	2,742	–	–	0.04%	131
2026 Q1	$199K	Hold	2,742	–	–	0.05%	128
2025 Q4	$165K	Buy	2,742 +1,967	+254%	+$115K	0.04%	122
2025 Q3	$154K	Sell	775 -1,918	-71%	-$104K	0.04%	137
2025 Q2	$140K	Hold	2,693	–	–	0.04%	133
2025 Q1	$134K	Hold	2,693	–	–	0.04%	135
2024 Q4	$123K	Sell	2,693 -144	-5%	-$7.23K	0.04%	134
2024 Q3	$150K	Buy	+2,837	New	+$143K	0.05%	135

Other funds holding HAP

Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Cultivar Capital Denton, Texas $160M AUM 6.9% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

IronBridge Private Wealth Austin, Texas $338M AUM 22.06% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Peterson Wealth Services's HAP Position: Q3 2026 in Review

Peterson Wealth Services held its VanEck Natural Resources ETF (HAP) position steady in Q3 2026 at 2,742 shares worth $200K. The position accounts for 0.04% of the portfolio, ranked #132.

Peterson Wealth Services first reported a position in HAP in Q3 2024 and has held it in 9 quarters since. 37 funds tracked by Wall St. Rank hold HAP as of Q3 2026.

Peterson Wealth Services held 2,742 shares of VanEck Natural Resources ETF worth $200K as of Q3 2026.
Peterson Wealth Services left its VanEck Natural Resources ETF share count unchanged in Q3 2026.
VanEck Natural Resources ETF made up 0.04% of Peterson Wealth Services's portfolio in Q3 2026, its #132 holding.
Peterson Wealth Services first reported a position in VanEck Natural Resources ETF in Q3 2024 and has held it in 9 quarters since.
37 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.