SFG Wealth Management
HAP icon

SFG Wealth Management’s VanEck Natural Resources ETF HAP Stock Holding History

SFG Wealth Management’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
2022
Q1 		– Sell
-11,741
Closed -$554K – 95
2021
Q4 		$554K Buy
+11,741
New +$557K 0.49% 51

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Mercer Global Advisors
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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FAS Wealth Partners
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SFG Wealth Management's HAP Position: Q1 2022 in Review

SFG Wealth Management sold out of VanEck Natural Resources ETF (HAP) in Q1 2022, closing a stake of 11,741 shares — an estimated $554K sold.

SFG Wealth Management first reported a position in HAP in Q4 2021 and held it in 1 quarter. The position peaked at $554K in Q4 2021. 43 funds tracked by Wall St. Rank hold HAP as of Q1 2022.

  • SFG Wealth Management reported no remaining VanEck Natural Resources ETF position as of Q1 2022 after selling out during the quarter.
  • SFG Wealth Management sold 11,741 VanEck Natural Resources ETF shares in Q1 2022, an estimated $554K.
  • SFG Wealth Management first reported a position in VanEck Natural Resources ETF in Q4 2021 and held it in 1 quarter.
  • SFG Wealth Management's VanEck Natural Resources ETF position peaked at $554K in Q4 2021.
  • 43 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q1 2022.

Based on SFG Wealth Management's 13F filing for Q1 2022, filed 22 Apr 2022.