IMA Advisory Services’s VanEck Retail ETF RTH Stock Holding History

IMA Advisory Services’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
2021 Q2	–	Sell	-161	Closed	-$27K	–	299
2021 Q1	$27K	Buy	+161	New	+$25.7K	0.01%	179

Other funds holding RTH

SFS

Searcy Financial Services Overland Park, Kansas $270M AUM 15.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IPW

IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return

QAM

Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

IMA Advisory Services's RTH Position: Q2 2021 in Review

IMA Advisory Services sold out of VanEck Retail ETF (RTH) in Q2 2021, closing a stake of 161 shares — an estimated $27K sold.

IMA Advisory Services first reported a position in RTH in Q1 2021 and held it in 1 quarter. The position peaked at $27K in Q1 2021. 50 funds tracked by Wall St. Rank hold RTH as of Q2 2021.

IMA Advisory Services reported no remaining VanEck Retail ETF position as of Q2 2021 after selling out during the quarter.
IMA Advisory Services sold 161 VanEck Retail ETF shares in Q2 2021, an estimated $27K.
IMA Advisory Services first reported a position in VanEck Retail ETF in Q1 2021 and held it in 1 quarter.
IMA Advisory Services's VanEck Retail ETF position peaked at $27K in Q1 2021.
50 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q2 2021.

Based on IMA Advisory Services's 13F filing for Q2 2021, filed 13 Aug 2021.