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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

Other funds holding HAP

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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.