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Albion Financial Group’s Hoya Capital High Dividend Yield ETF RIET Stock Holding History

Albion Financial Group’s Portfolio RIET Stock Details RIET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,000
Closed -$10.1K – 672
2024
Q4 		$10.1K Buy
+1,000
New +$10.7K ﹤0.01% 397

Other funds holding RIET

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
PI
Pettee Investors Rowayton, Connecticut $194M AUM 21.67% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
HCRE
Hoya Capital Real Estate Rowayton, Connecticut $5.54M AUM 10.75% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
SIC
Sage Investment Counsel Franklin, Tennessee $99.9M AUM 18.09% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Albion Financial Group's RIET Position: Q1 2025 in Review

Albion Financial Group sold out of Hoya Capital High Dividend Yield ETF (RIET) in Q1 2025, closing a stake of 1,000 shares — an estimated $10.1K sold.

Albion Financial Group first reported a position in RIET in Q4 2024 and held it in 1 quarter. The position peaked at $10.1K in Q4 2024. 27 funds tracked by Wall St. Rank hold RIET as of Q1 2025.

  • Albion Financial Group reported no remaining Hoya Capital High Dividend Yield ETF position as of Q1 2025 after selling out during the quarter.
  • Albion Financial Group sold 1,000 Hoya Capital High Dividend Yield ETF shares in Q1 2025, an estimated $10.1K.
  • Albion Financial Group first reported a position in Hoya Capital High Dividend Yield ETF in Q4 2024 and held it in 1 quarter.
  • Albion Financial Group's Hoya Capital High Dividend Yield ETF position peaked at $10.1K in Q4 2024.
  • 27 funds tracked by Wall St. Rank held Hoya Capital High Dividend Yield ETF as of Q1 2025.

Based on Albion Financial Group's 13F filing for Q1 2025, filed 25 Apr 2025.