Retirement Capital Strategies Closed Holding Positions

Retirement Capital Strategies

  • $255 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
INTU
Intuit Inc

Technology
Q2 2022 Filed on Jul 29, 2022
489
$353.31 - $505.65 $173K - $247K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q2 2022 Filed on Jul 29, 2022
11,459
$27.4 - $29.93 $314K - $343K
IETC
Ishares U S ETF Tr

ETFs
Q2 2022 Filed on Jul 29, 2022
4,234
$40.96 - $56.36 $173K - $239K
ITB
Ishares Tr

ETFs
Q2 2022 Filed on Jul 29, 2022
3,773
$49.13 - $62.4 $185K - $235K
ESG
Flexshares Stoxx Us Esg Select
Q2 2022 Filed on Jul 29, 2022
10,408
N/A
NURE
Nuveen Short Term Reit ETF

ETFs
Q2 2022 Filed on Jul 29, 2022
140,130
$31.24 - $41.05 $4.38M - $5.75M
HPQ
Hp Inc

Technology
Q2 2022 Filed on Jul 29, 2022
5,930
$32.71 - $40.34 $194K - $239K
XITK
Spdr Ser Tr Factset Innovative

ETFs
Q1 2022 Filed on Apr 21, 2022
7,409
$127.82 - $191.5 $947K - $1.42M
IDNA
Ishares Tr Genomics Immunology

ETFs
Q1 2022 Filed on Apr 21, 2022
79,806
$31.36 - $43.88 $2.5M - $3.5M
HAIL
Spdr S&P Kensho Smart Mobility

ETFs
Q1 2022 Filed on Apr 21, 2022
5,473
$40.69 - $56.69 $223K - $310K
JPM
Jpmorgan Chase & CO

Financial Services
Q1 2022 Filed on Apr 21, 2022
1,338
$128.3 - $168.44 $172K - $225K
SJNK
Spdr Bloomberg Short Term High

ETFs
Q1 2022 Filed on Apr 21, 2022
13,933
$25.67 - $27.15 $358K - $378K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q1 2022 Filed on Apr 21, 2022
49,467
$49.15 - $56.85 $2.43M - $2.81M
IVT
Inven Trust Properties Corp.

Real Estate
Q1 2022 Filed on Apr 21, 2022
8,283
$24.75 - $31.06 $205K - $257K
EAOK
Ishares Esg Aware Conservative

Technology
Q1 2022 Filed on Apr 21, 2022
29,241
$25.67 - $27.84 $751K - $814K
EAOR
Ishares Esg Aware Growth Alloc

Technology
Q1 2022 Filed on Apr 21, 2022
19,285
$28.45 - $31.74 $549K - $612K
IWV
Ishares Russell 3000 ETF

ETFs
Q1 2022 Filed on Apr 21, 2022
3,784
$242.02 - $279.09 $916K - $1.06M
IWL
Ishares Tr Russell 200 ETF

ETFs
Q1 2022 Filed on Apr 21, 2022
3,416
$99.32 - $114.92 $339K - $393K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on Apr 21, 2022
1,800
$93.61 - $194.94 $168K - $351K
EAOA
Ishares Esg Aware Aggressive A

Technology
Q1 2022 Filed on Apr 21, 2022
12,939
$30.34 - $34.53 $393K - $447K
VGIT
Vanguard Intermediate Term Tre

ETFs
Q4 2021 Filed on Feb 03, 2022
213,694
$66.4 - $67.68 $14.2M - $14.5M
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
Q4 2021 Filed on Feb 03, 2022
4,569
$86.81 - $112.53 $397K - $514K
NFLX
Netflix Inc

Communication Services
Q4 2021 Filed on Feb 03, 2022
576
$586.73 - $691.69 $338K - $398K
HPE
Hewlett Packard Enterprise CO

Technology
Q4 2021 Filed on Feb 03, 2022
22,086
$14.21 - $16.07 $314K - $355K
VGSH
Vanguard

ETFs
Q4 2021 Filed on Feb 03, 2022
7,167
$60.79 - $61.43 $436K - $440K
RZV
Invesco Fd Tr

ETFs
Q3 2021 Filed on Oct 28, 2021
51,014
$85.5 - $96.21 $4.36M - $4.91M
RFV
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Oct 28, 2021
60,895
$86.49 - $95.92 $5.27M - $5.84M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
Q3 2021 Filed on Oct 28, 2021
60,007
$25.95 - $26.1 $1.56M - $1.57M
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Oct 28, 2021
64,216
$73.5 - $92.23 $4.72M - $5.92M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
Q3 2021 Filed on Oct 28, 2021
23,058
$34.96 - $37.85 $806K - $873K
IBUY
Amplify ETF Tr Amplify Online

ETFs
Q3 2021 Filed on Oct 28, 2021
30,127
$109.27 - $129.35 $3.29M - $3.9M
NUSC
Nuveen Esg Small Cap ETF

ETFs
Q3 2021 Filed on Oct 28, 2021
12,601
$42.25 - $45.47 $532K - $573K
VFVA
Vanguard Wellington Fd U S Val

ETFs
Q3 2021 Filed on Oct 28, 2021
42,830
$93.63 - $101.52 $4.01M - $4.35M
General Electric CO
Q3 2021 Filed on Oct 28, 2021
16,055
N/A
BUG
Global X Fds Cybersecurity ETF

ETFs
Q3 2021 Filed on Oct 28, 2021
155,062
$28.84 - $33.28 $4.47M - $5.16M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q3 2021 Filed on Oct 28, 2021
143,194
$82.36 - $82.87 $11.8M - $11.9M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q3 2021 Filed on Oct 28, 2021
146,401
$51.04 - $51.35 $7.47M - $7.52M
RPV
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Jul 28, 2021
128,079
$74.07 - $82.01 $9.49M - $10.5M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q2 2021 Filed on Jul 28, 2021
17,093
$76.82 - $82.21 $1.31M - $1.41M
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
Q2 2021 Filed on Jul 28, 2021
49,198
$29.29 - $31.29 $1.44M - $1.54M
KBWR
Invesco ETF Tr Ii Kbw Regional

ETFs
Q2 2021 Filed on Jul 28, 2021
136,260
$58.51 - $65.43 $7.97M - $8.92M
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
Q2 2021 Filed on Jul 28, 2021
101,449
$84.38 - $91.8 $8.56M - $9.31M
VDE
Vanguard Energy ETF

ETFs
Q2 2021 Filed on Jul 28, 2021
122,768
$65.04 - $78.97 $7.98M - $9.69M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Jul 28, 2021
172,346
$42.16 - $53.93 $7.27M - $9.29M
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q2 2021 Filed on Jul 28, 2021
87,239
$99.12 - $110.44 $8.65M - $9.63M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
Q2 2021 Filed on Jul 28, 2021
31,793
$38.02 - $40.93 $1.21M - $1.3M
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q1 2021 Filed on Apr 29, 2021
73,715
$81.74 - $112.47 $6.03M - $8.29M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q1 2021 Filed on Apr 29, 2021
34,797
$110.26 - $156.58 $3.84M - $5.45M
HYDB
Ishares Tr Edge High Yield Def

ETFs
Q1 2021 Filed on Apr 29, 2021
72,619
$50.77 - $51.74 $3.69M - $3.76M
Track This Portfolio

Track Retirement Capital Strategies Portfolio

Follow Retirement Capital Strategies and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Capital Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Capital Strategies with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email