Bright Futures Wealth Management’s VanEck Retail ETF RTH Stock Holding History

Bright Futures Wealth 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 Q2	$248K	Buy	969 +96	+11%	+$25.1K	0.16%	163
2026 Q1	$219K	Buy	+873	New	+$226K	0.15%	172
2025 Q1	$443K	Sell	2,047 -150	-7%	-$34.7K	0.49%	64
2024 Q4	$526K	Sell	2,197 -84	-4%	-$18.9K	0.47%	61
2024 Q3	$492K	Buy	2,281 +133	+6%	+$27.6K	0.24%	118
2024 Q2	$433K	Buy	2,148 +13	+0.6%	+$2.63K	0.23%	121
2024 Q1	$441K	Buy	+2,135	New	+$425K	0.24%	115

Other funds holding RTH

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

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bright Futures Wealth Management's RTH Position: Q2 2026 in Review

Bright Futures Wealth Management increased its VanEck Retail ETF (RTH) stake by 11% in Q2 2026, buying an estimated $25.1K and bringing the position to 969 shares worth $248K. The position accounts for 0.16% of the portfolio, ranked #163.

Bright Futures Wealth Management first reported a position in RTH in Q1 2024 and has held it in 7 quarters since. The position peaked at $526K in Q4 2024. 74 funds tracked by Wall St. Rank hold RTH as of Q2 2026.

Bright Futures Wealth Management held 969 shares of VanEck Retail ETF worth $248K as of Q2 2026.
Bright Futures Wealth Management bought 96 VanEck Retail ETF shares in Q2 2026, an estimated $25.1K.
VanEck Retail ETF made up 0.16% of Bright Futures Wealth Management's portfolio in Q2 2026, its #163 holding.
Bright Futures Wealth Management first reported a position in VanEck Retail ETF in Q1 2024 and has held it in 7 quarters since.
Bright Futures Wealth Management's VanEck Retail ETF position peaked at $526K in Q4 2024.
74 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.