IGWM
RINC

ICA Group Wealth Management’s AXS Real Estate Income ETF RINC Stock Holding History

ICA Group Wealth Management’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
-625
Closed -$15K – 1203
2024
Q1 		$15K Hold
625
– – ﹤0.01% 814
2023
Q4 		$16.1K Buy
+625
New +$14.9K ﹤0.01% 778

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

ICA Group Wealth Management's RINC Position: Q2 2024 in Review

ICA Group Wealth Management sold out of AXS Real Estate Income ETF (RINC) in Q2 2024, closing a stake of 625 shares — an estimated $15K sold.

ICA Group Wealth Management first reported a position in RINC in Q4 2023 and held it in 2 quarters. The position peaked at $16.1K in Q4 2023. 19 funds tracked by Wall St. Rank hold RINC as of Q2 2024.

  • ICA Group Wealth Management reported no remaining AXS Real Estate Income ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 625 AXS Real Estate Income ETF shares in Q2 2024, an estimated $15K.
  • ICA Group Wealth Management first reported a position in AXS Real Estate Income ETF in Q4 2023 and held it in 2 quarters.
  • ICA Group Wealth Management's AXS Real Estate Income ETF position peaked at $16.1K in Q4 2023.
  • 19 funds tracked by Wall St. Rank held AXS Real Estate Income ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.