BCMIO
RTH icon

Beacon Capital Management Inc (Ohio)’s VanEck Retail ETF RTH Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio RTH Stock Details RTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-42
Closed -$10.5K – 148
2025
Q3 		$10.5K Sell
42
-114
-73% -$28K ﹤0.01% 99
2025
Q2 		$37.2K Buy
+156
New +$35.9K ﹤0.01% 56

Other funds holding RTH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s RTH Position: Q4 2025 in Review

Beacon Capital Management Inc (Ohio) sold out of VanEck Retail ETF (RTH) in Q4 2025, closing a stake of 42 shares — an estimated $10.5K sold.

Beacon Capital Management Inc (Ohio) first reported a position in RTH in Q2 2025 and held it in 2 quarters. The position peaked at $37.2K in Q2 2025. 73 funds tracked by Wall St. Rank hold RTH as of Q4 2025.

  • Beacon Capital Management Inc (Ohio) reported no remaining VanEck Retail ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 42 VanEck Retail ETF shares in Q4 2025, an estimated $10.5K.
  • Beacon Capital Management Inc (Ohio) first reported a position in VanEck Retail ETF in Q2 2025 and held it in 2 quarters.
  • Beacon Capital Management Inc (Ohio)'s VanEck Retail ETF position peaked at $37.2K in Q2 2025.
  • 73 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q4 2025.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2025, filed 12 Feb 2026.