Echo Wealth Management’s Vest 10 Year Interest Rate Hedge ETF RYSE Stock Holding History

Echo Wealth Management’s Portfolio RYSE Stock Details RYSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-51,755	Closed	-$1.64M	–	44
2023 Q3	$1.64M	Buy	51,755 +8,866	+21%	+$264K	1.77%	16
2023 Q2	$1.2M	Sell	42,889 -988	-2%	-$26.4K	1.3%	19
2023 Q1	$1.13M	Buy	+43,877	New	+$1.18M	1.25%	20

Other funds holding RYSE

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Echo Wealth Management's RYSE Position: Q4 2023 in Review

Echo Wealth Management sold out of Vest 10 Year Interest Rate Hedge ETF (RYSE) in Q4 2023, closing a stake of 51,755 shares — an estimated $1.64M sold.

Echo Wealth Management first reported a position in RYSE in Q1 2023 and held it in 3 quarters. The position peaked at $1.64M in Q3 2023. 5 funds tracked by Wall St. Rank hold RYSE as of Q4 2023.

Echo Wealth Management reported no remaining Vest 10 Year Interest Rate Hedge ETF position as of Q4 2023 after selling out during the quarter.
Echo Wealth Management sold 51,755 Vest 10 Year Interest Rate Hedge ETF shares in Q4 2023, an estimated $1.64M.
Echo Wealth Management first reported a position in Vest 10 Year Interest Rate Hedge ETF in Q1 2023 and held it in 3 quarters.
Echo Wealth Management's Vest 10 Year Interest Rate Hedge ETF position peaked at $1.64M in Q3 2023.
5 funds tracked by Wall St. Rank held Vest 10 Year Interest Rate Hedge ETF as of Q4 2023.

Based on Echo Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.