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Global Wealth Management Investment Advisory’s VanEck Retail ETF RTH Stock Holding History

Global Wealth Management Investment Advisory’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
2023
Q3 		– Sell
-1
Closed -$175 – 494
2023
Q2 		$175 Buy
+1
New +$166 ﹤0.01% 461

Other funds holding RTH

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Citadel Advisors
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Wealth Management Investment Advisory's RTH Position: Q3 2023 in Review

Global Wealth Management Investment Advisory sold out of VanEck Retail ETF (RTH) in Q3 2023, closing a stake of 1 share — an estimated $175 sold.

Global Wealth Management Investment Advisory first reported a position in RTH in Q2 2023 and held it in 1 quarter. The position peaked at $175 in Q2 2023. 40 funds tracked by Wall St. Rank hold RTH as of Q3 2023.

  • Global Wealth Management Investment Advisory reported no remaining VanEck Retail ETF position as of Q3 2023 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 1 VanEck Retail ETF share in Q3 2023, an estimated $175.
  • Global Wealth Management Investment Advisory first reported a position in VanEck Retail ETF in Q2 2023 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's VanEck Retail ETF position peaked at $175 in Q2 2023.
  • 40 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q3 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2023, filed 6 Nov 2023.