Wealthcare Advisory Partners’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Wealthcare Advisory Partners’s Portfolio NANR Stock Details NANR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,774	Closed	-$256K	–	743
2023 Q1	$256K	Buy	+4,774	New	+$260K	0.01%	635

Other funds holding NANR

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

PJSIMP

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return

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

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

Wealthcare Advisory Partners's NANR Position: Q2 2023 in Review

Wealthcare Advisory Partners sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q2 2023, closing a stake of 4,774 shares — an estimated $256K sold.

Wealthcare Advisory Partners first reported a position in NANR in Q1 2023 and held it in 1 quarter. The position peaked at $256K in Q1 2023. 80 funds tracked by Wall St. Rank hold NANR as of Q2 2023.

Wealthcare Advisory Partners reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q2 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 4,774 State Street SPDR S&P North American Natural Resources ETF shares in Q2 2023, an estimated $256K.
Wealthcare Advisory Partners first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q1 2023 and held it in 1 quarter.
Wealthcare Advisory Partners's State Street SPDR S&P North American Natural Resources ETF position peaked at $256K in Q1 2023.
80 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2023, filed 17 Jul 2023.