Steward Partners Investment Advisory’s VanEck Natural Resources ETF HAP Stock Holding History

Steward Partners Investment Advisory’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 Q2	$1M	Buy	14,623 +5,773	+65%	+$416K	0.01%	1291
2026 Q1	$641K	Buy	8,850 +1,281	+17%	+$88.5K	﹤0.01%	1392
2025 Q4	$455K	Buy	7,569 +4,856	+179%	+$285K	﹤0.01%	1477
2025 Q3	$155K	Hold	2,713	–	–	﹤0.01%	1994
2025 Q2	$141K	Sell	2,713 -129	-5%	-$6.4K	﹤0.01%	1921
2025 Q1	$142K	Sell	2,842 -267	-9%	-$12.9K	﹤0.01%	1817
2024 Q4	$142K	Buy	3,109 +94	+3%	+$4.72K	﹤0.01%	1793
2024 Q3	$159K	Buy	3,015 +18	+0.6%	+$909	﹤0.01%	1642
2024 Q2	$150K	Sell	2,997 -49	-2%	-$2.52K	﹤0.01%	1581
2024 Q1	$155K	Buy	3,046 +2,821	+1,254%	+$135K	﹤0.01%	1552
2023 Q4	$11K	Hold	225	–	–	﹤0.01%	2667
2023 Q3	$11K	Hold	225	–	–	﹤0.01%	2558
2023 Q2	$10.8K	Sell	225 -181	-45%	-$8.74K	﹤0.01%	2542
2023 Q1	$20K	Sell	406 -2,652	-87%	-$132K	﹤0.01%	2248
2022 Q4	$151K	Buy	3,058 +1,982	+184%	+$97.5K	﹤0.01%	1370
2022 Q3	$47K	Sell	1,076 -346	-24%	-$16.1K	﹤0.01%	1816
2022 Q2	$64K	Buy	1,422 +722	+103%	+$37.5K	﹤0.01%	1682
2022 Q1	$38K	Sell	700 -8,900	-93%	-$451K	﹤0.01%	2058
2021 Q4	$453K	Sell	9,600 -1,217	-11%	-$57.7K	0.01%	970
2021 Q3	$492K	Hold	10,817	–	–	0.01%	913
2021 Q2	$499K	Sell	10,817 -2,135	-16%	-$100K	0.01%	932
2021 Q1	$580K	Sell	12,952 -1,348	-9%	-$57.7K	0.01%	835
2020 Q4	$552K	Sell	14,300 -2,502	-15%	-$89.4K	0.01%	733
2020 Q3	$545K	Sell	16,802 -15,282	-48%	-$499K	0.01%	643
2020 Q2	$973K	Sell	32,084 -10,005	-24%	-$286K	0.03%	459
2020 Q1	$1.06M	Sell	42,089 -8,349	-17%	-$267K	0.04%	373
2019 Q4	$1.87M	Buy	50,438 +131	+0.3%	+$4.72K	0.06%	318
2019 Q3	$1.77M	Buy	50,307 +851	+2%	+$30.1K	0.06%	293
2019 Q2	$1.81M	Buy	49,456 +23,748	+92%	+$841K	0.07%	273
2019 Q1	$917K	Buy	+25,708	New	+$897K	0.04%	381

Other funds holding HAP

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Steward Partners Investment Advisory's HAP Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its VanEck Natural Resources ETF (HAP) stake by 65% in Q2 2026, buying an estimated $416K and bringing the position to 14,623 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #1291.

Steward Partners Investment Advisory first reported a position in HAP in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.87M in Q4 2019. 69 funds tracked by Wall St. Rank hold HAP as of Q2 2026.

Steward Partners Investment Advisory held 14,623 shares of VanEck Natural Resources ETF worth $1M as of Q2 2026.
Steward Partners Investment Advisory bought 5,773 VanEck Natural Resources ETF shares in Q2 2026, an estimated $416K.
VanEck Natural Resources ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1291 holding.
Steward Partners Investment Advisory first reported a position in VanEck Natural Resources ETF in Q1 2019 and has held it in 30 quarters since.
Steward Partners Investment Advisory's VanEck Natural Resources ETF position peaked at $1.87M in Q4 2019.
69 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.