RW
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RVW Wealth’s Residential REIT ETF HAUS Stock Holding History

RVW Wealth’s Portfolio HAUS Stock Details HAUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,768
Closed -$85.1K – 229
2023
Q3 		$85.1K Buy
+5,768
New +$91.4K 0.01% 187

Other funds holding HAUS

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RVW Wealth's HAUS Position: Q4 2023 in Review

RVW Wealth sold out of Residential REIT ETF (HAUS) in Q4 2023, closing a stake of 5,768 shares — an estimated $85.1K sold.

RVW Wealth first reported a position in HAUS in Q3 2023 and held it in 1 quarter. The position peaked at $85.1K in Q3 2023. 4 funds tracked by Wall St. Rank hold HAUS as of Q4 2023.

  • RVW Wealth reported no remaining Residential REIT ETF position as of Q4 2023 after selling out during the quarter.
  • RVW Wealth sold 5,768 Residential REIT ETF shares in Q4 2023, an estimated $85.1K.
  • RVW Wealth first reported a position in Residential REIT ETF in Q3 2023 and held it in 1 quarter.
  • RVW Wealth's Residential REIT ETF position peaked at $85.1K in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Residential REIT ETF as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.