BFWM
RTH icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bright Futures Wealth Management's RTH Position: Q1 2026 in Review

Bright Futures Wealth Management opened a new position in VanEck Retail ETF (RTH) in Q1 2026: 873 shares worth $219K. The stake represents 0.15% of the portfolio and ranks #172 among its holdings. This is a return to the name: Bright Futures Wealth Management previously reported a position in RTH as recently as Q1 2025.

Bright Futures Wealth Management first reported a position in RTH in Q1 2024 and has held it in 6 quarters since. The position peaked at $526K in Q4 2024. 77 funds tracked by Wall St. Rank hold RTH as of Q1 2026.

  • Bright Futures Wealth Management held 873 shares of VanEck Retail ETF worth $219K as of Q1 2026.
  • VanEck Retail ETF was a new Bright Futures Wealth Management position in Q1 2026.
  • VanEck Retail ETF made up 0.15% of Bright Futures Wealth Management's portfolio in Q1 2026, its #172 holding.
  • Bright Futures Wealth Management first reported a position in VanEck Retail ETF in Q1 2024 and has held it in 6 quarters since.
  • Bright Futures Wealth Management's VanEck Retail ETF position peaked at $526K in Q4 2024.
  • 77 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q1 2026.

Based on Bright Futures Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.