Wealth Enhancement Advisory Services
HAP icon

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

IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 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.