JFS Wealth Advisors’s Rentokil RTO Stock Holding History

JFS Wealth Advisors’s Portfolio RTO Stock Details RTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.29K	Sell	80 -8	-9%	-$254	﹤0.01%	1564
2026 Q1	$2.77K	Buy	88 +17	+24%	+$536	﹤0.01%	1411
2025 Q4	$2.09K	Buy	71 +10	+16%	+$278	﹤0.01%	1535
2025 Q3	$1.54K	Buy	61 +48	+369%	+$1.17K	﹤0.01%	1501
2025 Q2	$312	Sell	13 -26	-67%	-$603	﹤0.01%	1757
2025 Q1	$894	Sell	39 -22	-36%	-$531	﹤0.01%	1667
2024 Q4	$1.54K	Buy	61 +4	+7%	+$101	﹤0.01%	1569
2024 Q3	$1.42K	Buy	57 +21	+58%	+$622	﹤0.01%	1604
2024 Q2	$1.07K	Sell	36 -27	-43%	-$749	﹤0.01%	1654
2024 Q1	$1.9K	Buy	63 +20	+47%	+$555	﹤0.01%	1463
2023 Q4	$1.23K	Buy	43 +1	+2%	+$29	﹤0.01%	1590
2023 Q3	$1.56K	Sell	42 -20	-32%	-$764	﹤0.01%	1458
2023 Q2	$2.42K	Buy	+62	New	+$2.43K	﹤0.01%	1313

Other funds holding RTO

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM