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Stonebridge Financial Planning Group’s VanEck Retail ETF RTH Stock Holding History

Stonebridge Financial Planning 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
2021
Q2 		– Sell
-5
Closed -$1K – 442
2021
Q1 		$1K Buy
+5
New +$800 ﹤0.01% 421

Other funds holding RTH

SFS
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IPW
IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Stonebridge Financial Planning Group's RTH Position: Q2 2021 in Review

Stonebridge Financial Planning Group sold out of VanEck Retail ETF (RTH) in Q2 2021, closing a stake of 5 shares — an estimated $1K sold.

Stonebridge Financial Planning Group first reported a position in RTH in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 50 funds tracked by Wall St. Rank hold RTH as of Q2 2021.

  • Stonebridge Financial Planning Group reported no remaining VanEck Retail ETF position as of Q2 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 5 VanEck Retail ETF shares in Q2 2021, an estimated $1K.
  • Stonebridge Financial Planning Group first reported a position in VanEck Retail ETF in Q1 2021 and held it in 1 quarter.
  • Stonebridge Financial Planning Group's VanEck Retail ETF position peaked at $1K in Q1 2021.
  • 50 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q2 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2021, filed 28 Jul 2021.