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 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 $274M AUM 32.15% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

CX Institutional's RTH Position: Q2 2026 in Review

CX Institutional reduced its VanEck Retail ETF (RTH) stake by 1.7% in Q2 2026, selling an estimated $4.97K and leaving 1,087 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #664.

CX Institutional first reported a position in RTH in Q3 2024 and has held it in 7 quarters since. The position peaked at $377K in Q3 2024. 5 funds tracked by Wall St. Rank hold RTH as of Q2 2026.

CX Institutional held 1,087 shares of VanEck Retail ETF worth $278K as of Q2 2026.
CX Institutional sold 19 VanEck Retail ETF shares in Q2 2026, an estimated $4.97K.
VanEck Retail ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #664 holding.
CX Institutional first reported a position in VanEck Retail ETF in Q3 2024 and has held it in 7 quarters since.
CX Institutional's VanEck Retail ETF position peaked at $377K in Q3 2024.
5 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.