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Plan Group Financial’s VanEck Oil Refiners ETF CRAK Stock Holding History

Plan Group Financial’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
Q2 		– Sell
-13,000
Closed -$642K – 253
2026
Q1 		$642K Buy
+13,000
New +$573K 0.15% 115

Other funds holding CRAK

JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

Plan Group Financial's CRAK Position: Q2 2026 in Review

Plan Group Financial sold out of VanEck Oil Refiners ETF (CRAK) in Q2 2026, closing a stake of 13,000 shares — an estimated $642K sold.

Plan Group Financial first reported a position in CRAK in Q1 2026 and held it in 1 quarter. The position peaked at $642K in Q1 2026. 60 funds tracked by Wall St. Rank hold CRAK as of Q2 2026.

  • Plan Group Financial reported no remaining VanEck Oil Refiners ETF position as of Q2 2026 after selling out during the quarter.
  • Plan Group Financial sold 13,000 VanEck Oil Refiners ETF shares in Q2 2026, an estimated $642K.
  • Plan Group Financial first reported a position in VanEck Oil Refiners ETF in Q1 2026 and held it in 1 quarter.
  • Plan Group Financial's VanEck Oil Refiners ETF position peaked at $642K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held VanEck Oil Refiners ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.