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Tyler-Stone Wealth Management’s AXS Real Estate Income ETF RINC Stock Holding History

Tyler-Stone Wealth Management’s Portfolio RINC Stock Details RINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-222
Closed -$5.05K – 796
2024
Q2 		$5.05K Hold
222
– – ﹤0.01% 759
2024
Q1 		$5.34K Buy
+222
New +$5.33K ﹤0.01% 747

Other funds holding RINC

FA
Flagstar Advisors New York $330M AUM 30.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Ameritas Investment Partners
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Tyler-Stone Wealth Management's RINC Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of AXS Real Estate Income ETF (RINC) in Q3 2024, closing a stake of 222 shares — an estimated $5.05K sold.

Tyler-Stone Wealth Management first reported a position in RINC in Q1 2024 and held it in 2 quarters. The position peaked at $5.34K in Q1 2024. 17 funds tracked by Wall St. Rank hold RINC as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining AXS Real Estate Income ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 222 AXS Real Estate Income ETF shares in Q3 2024, an estimated $5.05K.
  • Tyler-Stone Wealth Management first reported a position in AXS Real Estate Income ETF in Q1 2024 and held it in 2 quarters.
  • Tyler-Stone Wealth Management's AXS Real Estate Income ETF position peaked at $5.34K in Q1 2024.
  • 17 funds tracked by Wall St. Rank held AXS Real Estate Income ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.