Commonwealth Equity Services
RINC

Commonwealth Equity Services’s AXS Real Estate Income ETF RINC Stock Holding History

Commonwealth Equity Services’s Portfolio RINC Stock Details RINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,345
Closed -$215K – 4084
2023
Q4 		$215K Sell
8,345
-1,625
-16% -$38.6K ﹤0.01% 3451
2023
Q3 		$240K Buy
+9,970
New +$250K ﹤0.01% 3222

Other funds holding RINC

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Commonwealth Equity Services's RINC Position: Q1 2024 in Review

Commonwealth Equity Services sold out of AXS Real Estate Income ETF (RINC) in Q1 2024, closing a stake of 8,345 shares — an estimated $215K sold.

Commonwealth Equity Services first reported a position in RINC in Q3 2023 and held it in 2 quarters. The position peaked at $240K in Q3 2023. 23 funds tracked by Wall St. Rank hold RINC as of Q1 2024.

  • Commonwealth Equity Services reported no remaining AXS Real Estate Income ETF position as of Q1 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 8,345 AXS Real Estate Income ETF shares in Q1 2024, an estimated $215K.
  • Commonwealth Equity Services first reported a position in AXS Real Estate Income ETF in Q3 2023 and held it in 2 quarters.
  • Commonwealth Equity Services's AXS Real Estate Income ETF position peaked at $240K in Q3 2023.
  • 23 funds tracked by Wall St. Rank held AXS Real Estate Income ETF as of Q1 2024.

Based on Commonwealth Equity Services's 13F filing for Q1 2024, filed 29 Apr 2024.