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Atria Investments’s RH Tactical Rotation ETF RHRX Stock Holding History

Atria Investments’s Portfolio RHRX Stock Details RHRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-88,377
Closed -$1.19M – 855
2022
Q1 		$1.19M Sell
88,377
-72,587
-45% -$988K 0.02% 780
2021
Q4 		$2.36M Buy
+160,964
New +$2.31M 0.04% 501

Other funds holding RHRX

CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atria Investments's RHRX Position: Q2 2022 in Review

Atria Investments sold out of RH Tactical Rotation ETF (RHRX) in Q2 2022, closing a stake of 88,377 shares — an estimated $1.19M sold.

Atria Investments first reported a position in RHRX in Q4 2021 and held it in 2 quarters. The position peaked at $2.36M in Q4 2021. 11 funds tracked by Wall St. Rank hold RHRX as of Q2 2022.

  • Atria Investments reported no remaining RH Tactical Rotation ETF position as of Q2 2022 after selling out during the quarter.
  • Atria Investments sold 88,377 RH Tactical Rotation ETF shares in Q2 2022, an estimated $1.19M.
  • Atria Investments first reported a position in RH Tactical Rotation ETF in Q4 2021 and held it in 2 quarters.
  • Atria Investments's RH Tactical Rotation ETF position peaked at $2.36M in Q4 2021.
  • 11 funds tracked by Wall St. Rank held RH Tactical Rotation ETF as of Q2 2022.

Based on Atria Investments's 13F filing for Q2 2022, filed 11 Aug 2022.