Westco Advisory Services’s VanEck Retail ETF RTH Stock Holding History

Westco Advisory 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
2026 Q2	$270K	Hold	1,056	–	–	0.16%	84
2026 Q1	$265K	Hold	1,056	–	–	0.17%	87
2025 Q4	$263K	Buy	+1,056	New	+$265K	0.16%	79

Other funds holding RTH

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Westco Advisory Services's RTH Position: Q2 2026 in Review

Westco Advisory Services held its VanEck Retail ETF (RTH) position steady in Q2 2026 at 1,056 shares worth $270K. The position accounts for 0.16% of the portfolio, ranked #84.

Westco Advisory Services first reported a position in RTH in Q4 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold RTH as of Q2 2026.

Westco Advisory Services held 1,056 shares of VanEck Retail ETF worth $270K as of Q2 2026.
Westco Advisory Services left its VanEck Retail ETF share count unchanged in Q2 2026.
VanEck Retail ETF made up 0.16% of Westco Advisory Services's portfolio in Q2 2026, its #84 holding.
Westco Advisory Services first reported a position in VanEck Retail ETF in Q4 2025 and has held it in 3 quarters since.
74 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q2 2026.

Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.