Wealth Enhancement Advisory Services’s VanEck Natural Resources ETF HAP Stock Holding History

Wealth Enhancement Advisory Services’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
2023 Q4	–	Sell	-102,428	Closed	-$5.03M	–	2384
2023 Q3	$5.03M	Buy	+102,428	New	+$5.09M	0.02%	581
2022 Q3	–	Sell	-251,052	Closed	-$11.2M	–	348
2022 Q2	$11.2M	Buy	251,052 +29,253	+13%	+$1.52M	0.16%	78
2022 Q1	$12.3M	Buy	+221,799	New	+$11.3M	0.17%	74

Other funds holding HAP

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

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

Cultivar Capital Denton, Texas $160M AUM 6.9% 1-Year Est. Return

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Wealth Enhancement Advisory Services's HAP Position: Q4 2023 in Review

Wealth Enhancement Advisory Services sold out of VanEck Natural Resources ETF (HAP) in Q4 2023, closing a stake of 102,428 shares — an estimated $5.03M sold.

Wealth Enhancement Advisory Services first reported a position in HAP in Q1 2022 and held it in 3 quarters. The position peaked at $12.3M in Q1 2022. 46 funds tracked by Wall St. Rank hold HAP as of Q4 2023.

Wealth Enhancement Advisory Services reported no remaining VanEck Natural Resources ETF position as of Q4 2023 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 102,428 VanEck Natural Resources ETF shares in Q4 2023, an estimated $5.03M.
Wealth Enhancement Advisory Services first reported a position in VanEck Natural Resources ETF in Q1 2022 and held it in 3 quarters.
Wealth Enhancement Advisory Services's VanEck Natural Resources ETF position peaked at $12.3M in Q1 2022.
46 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q4 2023.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2023, filed 30 Jan 2024.