Belpointe Asset Management’s VanEck Retail ETF RTH Stock Holding History

Belpointe Asset Management’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
2026 Q1	$1.01M	Buy	4,014 +143	+4%	+$37.1K	0.04%	450
2025 Q4	$966K	Buy	3,871 +34	+0.9%	+$8.53K	0.03%	452
2025 Q3	$963K	Buy	3,837 +30	+0.8%	+$7.37K	0.04%	417
2025 Q2	$909K	Sell	3,807 -131	-3%	-$30.1K	0.04%	390
2025 Q1	$889K	Buy	+3,938	New	+$912K	0.05%	366

Other funds holding RTH

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Belpointe Asset Management's RTH Position: Q1 2026 in Review

Belpointe Asset Management increased its VanEck Retail ETF (RTH) stake by 3.7% in Q1 2026, buying an estimated $37.1K and bringing the position to 4,014 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #450.

Belpointe Asset Management first reported a position in RTH in Q1 2025 and has held it in 5 quarters since. 77 funds tracked by Wall St. Rank hold RTH as of Q1 2026.

Belpointe Asset Management held 4,014 shares of VanEck Retail ETF worth $1.01M as of Q1 2026.
Belpointe Asset Management bought 143 VanEck Retail ETF shares in Q1 2026, an estimated $37.1K.
VanEck Retail ETF made up 0.04% of Belpointe Asset Management's portfolio in Q1 2026, its #450 holding.
Belpointe Asset Management first reported a position in VanEck Retail ETF in Q1 2025 and has held it in 5 quarters since.
77 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.