Plan Group Financial’s VanEck Natural Resources ETF HAP Stock Holding History

Plan Group Financial’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	$1.76M	Buy	+23,588	New	+$1.73M	0.34%	75

Other funds holding HAP

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

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Plan Group Financial's HAP Position: Q3 2026 in Review

Plan Group Financial opened a new position in VanEck Natural Resources ETF (HAP) in Q3 2026: 23,588 shares worth $1.76M. The stake represents 0.34% of the portfolio and ranks #75 among its holdings.

14 funds tracked by Wall St. Rank hold HAP as of Q3 2026.

Plan Group Financial held 23,588 shares of VanEck Natural Resources ETF worth $1.76M as of Q3 2026.
VanEck Natural Resources ETF was a new Plan Group Financial position in Q3 2026.
VanEck Natural Resources ETF made up 0.34% of Plan Group Financial's portfolio in Q3 2026, its #75 holding.
14 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.