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Larson Financial Group’s VanEck Retail ETF RTH Stock Holding History

Larson Financial Group’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
2026
Q1 		$1.31K Hold
5
– – ﹤0.01% 3079
2025
Q4 		$1.3K Hold
5
– – ﹤0.01% 2884
2025
Q3 		$1.29K Hold
5
– – ﹤0.01% 2842
2025
Q2 		$1.23K Hold
5
– – ﹤0.01% 2573
2025
Q1 		$1.16K Hold
5
– – ﹤0.01% 2344
2024
Q4 		$1.16K Hold
5
– – ﹤0.01% 2006
2024
Q3 		$1.12K Hold
5
– – ﹤0.01% 1963
2024
Q2 		$1.05K Buy
+5
New +$1.01K ﹤0.01% 1701
2024
Q1 		– Hold
0
– – – 1768
2023
Q4 		– Hold
0
– – – 1771

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Larson Financial Group's RTH Position: Q1 2026 in Review

Larson Financial Group held its VanEck Retail ETF (RTH) position steady in Q1 2026 at 5 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #3079.

Larson Financial Group first reported a position in RTH in Q2 2024 and has held it in 8 quarters since. 77 funds tracked by Wall St. Rank hold RTH as of Q1 2026.

  • Larson Financial Group held 5 shares of VanEck Retail ETF worth $1.31K as of Q1 2026.
  • Larson Financial Group left its VanEck Retail ETF share count unchanged in Q1 2026.
  • VanEck Retail ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3079 holding.
  • Larson Financial Group first reported a position in VanEck Retail ETF in Q2 2024 and has held it in 8 quarters since.
  • 77 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.