CX Institutional’s VanEck Retail ETF RTH Stock Holding History

CX Institutional’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 Q3	$35K	Sell	140 -947	-87%	-$247K	﹤0.01%	1093
2026 Q2	$278K	Sell	1,087 -19	-2%	-$4.97K	0.01%	664
2026 Q1	$277K	Sell	1,106 -72	-6%	-$18.7K	0.01%	630
2025 Q4	$294K	Sell	1,178 -34	-3%	-$8.53K	0.01%	591
2025 Q3	$304K	Sell	1,212 -78	-6%	-$19.2K	0.01%	564
2025 Q2	$308K	Sell	1,290 -309	-19%	-$71.1K	0.01%	499
2025 Q1	$361K	Buy	+1,599	New	+$370K	0.01%	440
2024 Q4	–	Sell	-1,728	Closed	-$377K	–	584
2024 Q3	$377K	Buy	+1,728	New	+$359K	0.02%	425

Other funds holding RTH

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

WAS

Westco Advisory Services Lynbrook, New York $166M AUM 27.48% 1-Year Est. Return

USB

Union Savings Bank Litchfield, Connecticut $250M AUM 14.81% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CX Institutional's RTH Position: Q3 2026 in Review

CX Institutional reduced its VanEck Retail ETF (RTH) stake by 87% in Q3 2026, selling an estimated $247K and leaving 140 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

CX Institutional first reported a position in RTH in Q3 2024 and has held it in 8 quarters since. The position peaked at $377K in Q3 2024. 6 funds tracked by Wall St. Rank hold RTH as of Q3 2026.

CX Institutional held 140 shares of VanEck Retail ETF worth $35K as of Q3 2026.
CX Institutional sold 947 VanEck Retail ETF shares in Q3 2026, an estimated $247K.
VanEck Retail ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1093 holding.
CX Institutional first reported a position in VanEck Retail ETF in Q3 2024 and has held it in 8 quarters since.
CX Institutional's VanEck Retail ETF position peaked at $377K in Q3 2024.
6 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.