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Golden State Wealth Management’s VanEck Retail ETF RTH Stock Holding History

Golden State Wealth Management’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
Q1 		$1.5K Hold
6
– – ﹤0.01% 1390
2025
Q4 		$1.5K Hold
6
– – ﹤0.01% 1442
2025
Q3 		$1.5K Hold
6
– – ﹤0.01% 1440
2025
Q2 		$1.43K Hold
6
– – ﹤0.01% 1398
2025
Q1 		$1.35K Hold
6
– – ﹤0.01% 1382
2024
Q4 		$1.34K Buy
+6
New +$1.35K ﹤0.01% 1314

Other funds holding RTH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Golden State Wealth Management's RTH Position: Q1 2026 in Review

Golden State Wealth Management held its VanEck Retail ETF (RTH) position steady in Q1 2026 at 6 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Golden State Wealth Management first reported a position in RTH in Q4 2024 and has held it in 6 quarters since. 77 funds tracked by Wall St. Rank hold RTH as of Q1 2026.

  • Golden State Wealth Management held 6 shares of VanEck Retail ETF worth $1.5K as of Q1 2026.
  • Golden State Wealth Management left its VanEck Retail ETF share count unchanged in Q1 2026.
  • VanEck Retail ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1390 holding.
  • Golden State Wealth Management first reported a position in VanEck Retail ETF in Q4 2024 and has held it in 6 quarters since.
  • 77 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.