GFG
RINC

Goldstone Financial Group’s AXS Real Estate Income ETF RINC Stock Holding History

Goldstone Financial Group’s Portfolio RINC Stock Details RINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-58,641
Closed -$1.41M – 187
2024
Q1 		$1.41M Buy
58,641
+13,342
+29% +$320K 0.32% 58
2023
Q4 		$1.17M Sell
45,299
-3,496
-7% -$83.1K 0.3% 62
2023
Q3 		$1.17M Buy
+48,795
New +$1.22M 0.35% 59

Other funds holding RINC

VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Goldstone Financial Group's RINC Position: Q2 2024 in Review

Goldstone Financial Group sold out of AXS Real Estate Income ETF (RINC) in Q2 2024, closing a stake of 58,641 shares — an estimated $1.41M sold.

Goldstone Financial Group first reported a position in RINC in Q3 2023 and held it in 3 quarters. The position peaked at $1.41M in Q1 2024. 19 funds tracked by Wall St. Rank hold RINC as of Q2 2024.

  • Goldstone Financial Group reported no remaining AXS Real Estate Income ETF position as of Q2 2024 after selling out during the quarter.
  • Goldstone Financial Group sold 58,641 AXS Real Estate Income ETF shares in Q2 2024, an estimated $1.41M.
  • Goldstone Financial Group first reported a position in AXS Real Estate Income ETF in Q3 2023 and held it in 3 quarters.
  • Goldstone Financial Group's AXS Real Estate Income ETF position peaked at $1.41M in Q1 2024.
  • 19 funds tracked by Wall St. Rank held AXS Real Estate Income ETF as of Q2 2024.

Based on Goldstone Financial Group's 13F filing for Q2 2024, filed 15 Jan 2025.