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Kalos Management’s VanEck Retail ETF RTH Stock Holding History

Kalos Management’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
Q1 		– Sell
-2,829
Closed -$462K – 314
2020
Q4 		$462K Buy
+2,829
New +$437K 0.2% 137

Other funds holding RTH

SFS
Searcy Financial Services Overland Park, Kansas $270M AUM 15.46% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kalos Management's RTH Position: Q1 2021 in Review

Kalos Management sold out of VanEck Retail ETF (RTH) in Q1 2021, closing a stake of 2,829 shares — an estimated $462K sold.

Kalos Management first reported a position in RTH in Q4 2020 and held it in 1 quarter. The position peaked at $462K in Q4 2020. 46 funds tracked by Wall St. Rank hold RTH as of Q1 2021.

  • Kalos Management reported no remaining VanEck Retail ETF position as of Q1 2021 after selling out during the quarter.
  • Kalos Management sold 2,829 VanEck Retail ETF shares in Q1 2021, an estimated $462K.
  • Kalos Management first reported a position in VanEck Retail ETF in Q4 2020 and held it in 1 quarter.
  • Kalos Management's VanEck Retail ETF position peaked at $462K in Q4 2020.
  • 46 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q1 2021.

Based on Kalos Management's 13F filing for Q1 2021, filed 13 May 2021.