EFS
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Essex Financial Services’s Hoya Capital High Dividend Yield ETF RIET Stock Holding History

Essex Financial Services’s Portfolio RIET Stock Details RIET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,517
Closed -$116K – 555
2023
Q4 		$116K Buy
+10,517
New +$104K 0.01% 495

Other funds holding RIET

PI
Pettee Investors Rowayton, Connecticut $194M AUM 21.67% 1-Year Est. Return
HCRE
Hoya Capital Real Estate Rowayton, Connecticut $5.54M AUM 10.75% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essex Financial Services's RIET Position: Q1 2024 in Review

Essex Financial Services sold out of Hoya Capital High Dividend Yield ETF (RIET) in Q1 2024, closing a stake of 10,517 shares — an estimated $116K sold.

Essex Financial Services first reported a position in RIET in Q4 2023 and held it in 1 quarter. The position peaked at $116K in Q4 2023. 10 funds tracked by Wall St. Rank hold RIET as of Q1 2024.

  • Essex Financial Services reported no remaining Hoya Capital High Dividend Yield ETF position as of Q1 2024 after selling out during the quarter.
  • Essex Financial Services sold 10,517 Hoya Capital High Dividend Yield ETF shares in Q1 2024, an estimated $116K.
  • Essex Financial Services first reported a position in Hoya Capital High Dividend Yield ETF in Q4 2023 and held it in 1 quarter.
  • Essex Financial Services's Hoya Capital High Dividend Yield ETF position peaked at $116K in Q4 2023.
  • 10 funds tracked by Wall St. Rank held Hoya Capital High Dividend Yield ETF as of Q1 2024.

Based on Essex Financial Services's 13F filing for Q1 2024, filed 24 Apr 2024.