Searcy Financial Services’s VanEck Retail ETF RTH Stock Holding History

Searcy Financial 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
2022 Q2	–	Sell	-58,566	Closed	-$10.6M	–	20
2022 Q1	$10.6M	Buy	58,566 +894	+2%	+$161K	6.21%	6
2021 Q4	$11.2M	Sell	57,672 -441	-0.8%	-$83.3K	5.03%	10
2021 Q3	$10.2M	Buy	58,113 +489	+0.8%	+$87.4K	6.21%	5
2021 Q2	$10.1M	Buy	57,624 +224	+0.4%	+$38.5K	6.13%	6
2021 Q1	$9.47M	Buy	57,400 +438	+0.8%	+$70K	6%	8
2020 Q4	$8.95M	Buy	56,962 +1,086	+2%	+$168K	5.35%	9
2020 Q3	$8.32M	Buy	+55,876	New	+$8.06M	6.22%	7

Other funds holding RTH

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Searcy Financial Services's RTH Position: Q2 2022 in Review

Searcy Financial Services sold out of VanEck Retail ETF (RTH) in Q2 2022, closing a stake of 58,566 shares — an estimated $10.6M sold.

Searcy Financial Services first reported a position in RTH in Q3 2020 and held it in 7 quarters. The position peaked at $11.2M in Q4 2021. 37 funds tracked by Wall St. Rank hold RTH as of Q2 2022.

Searcy Financial Services reported no remaining VanEck Retail ETF position as of Q2 2022 after selling out during the quarter.
Searcy Financial Services sold 58,566 VanEck Retail ETF shares in Q2 2022, an estimated $10.6M.
Searcy Financial Services first reported a position in VanEck Retail ETF in Q3 2020 and held it in 7 quarters.
Searcy Financial Services's VanEck Retail ETF position peaked at $11.2M in Q4 2021.
37 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q2 2022.

Based on Searcy Financial Services's 13F filing for Q2 2022, filed 28 Jul 2022.