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Atria Investments’s RH Tactical Outlook ETF RHTX Stock Holding History

Atria Investments’s Portfolio RHTX Stock Details RHTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-285,646
Closed -$4.22M – 856
2022
Q1 		$4.22M Buy
285,646
+99,157
+53% +$1.46M 0.07% 320
2021
Q4 		$2.97M Buy
+186,489
New +$2.93M 0.05% 413

Other funds holding RHTX

F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 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
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atria Investments's RHTX Position: Q2 2022 in Review

Atria Investments sold out of RH Tactical Outlook ETF (RHTX) in Q2 2022, closing a stake of 285,646 shares — an estimated $4.22M sold.

Atria Investments first reported a position in RHTX in Q4 2021 and held it in 2 quarters. The position peaked at $4.22M in Q1 2022. 10 funds tracked by Wall St. Rank hold RHTX as of Q2 2022.

  • Atria Investments reported no remaining RH Tactical Outlook ETF position as of Q2 2022 after selling out during the quarter.
  • Atria Investments sold 285,646 RH Tactical Outlook ETF shares in Q2 2022, an estimated $4.22M.
  • Atria Investments first reported a position in RH Tactical Outlook ETF in Q4 2021 and held it in 2 quarters.
  • Atria Investments's RH Tactical Outlook ETF position peaked at $4.22M in Q1 2022.
  • 10 funds tracked by Wall St. Rank held RH Tactical Outlook ETF as of Q2 2022.

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