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Householder Group Estate & Retirement Specialist’s VanEck Retail ETF RTH Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$168K Sell
752
-1,192
-61% -$268K 0.13% 111
2024
Q3 		$424K Sell
1,944
-3,833
-66% -$795K 0.12% 157
2024
Q2 		$1.19M Buy
5,777
+1,019
+21% +$207K 0.33% 66
2024
Q1 		$1M Buy
4,758
+804
+20% +$160K 0.3% 74
2023
Q4 		$744K Buy
3,954
+2,170
+122% +$381K 0.24% 83
2023
Q3 		$299K Buy
+1,784
New +$313K 0.11% 164

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's RTH Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its VanEck Retail ETF (RTH) stake by 61% in Q4 2024, selling an estimated $268K and leaving 752 shares worth $168K. The position accounts for 0.13% of the portfolio, ranked #111.

Householder Group Estate & Retirement Specialist first reported a position in RTH in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.19M in Q2 2024. 69 funds tracked by Wall St. Rank hold RTH as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 752 shares of VanEck Retail ETF worth $168K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 1,192 VanEck Retail ETF shares in Q4 2024, an estimated $268K.
  • VanEck Retail ETF made up 0.13% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #111 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in VanEck Retail ETF in Q3 2023 and has held it in 6 quarters since.
  • Householder Group Estate & Retirement Specialist's VanEck Retail ETF position peaked at $1.19M in Q2 2024.
  • 69 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.