Envestnet Asset Management
RHTX icon

Envestnet Asset Management’s RH Tactical Outlook ETF RHTX Stock Holding History

Envestnet Asset Management’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
2023
Q4 		– Sell
-60,933
Closed -$791K – 4147
2023
Q3 		$791K Sell
60,933
-16,920
-22% -$228K ﹤0.01% 2981
2023
Q2 		$1.05M Sell
77,853
-38,003
-33% -$496K ﹤0.01% 2719
2023
Q1 		$1.5M Sell
115,856
-10,497
-8% -$138K ﹤0.01% 2384
2022
Q4 		$1.62M Buy
126,353
+3,623
+3% +$46.6K ﹤0.01% 2307
2022
Q3 		$1.51M Buy
122,730
+911
+0.7% +$12K ﹤0.01% 2257
2022
Q2 		$1.53M Sell
121,819
-12,636
-9% -$172K ﹤0.01% 2282
2022
Q1 		$1.99M Buy
134,455
+1,279
+1% +$18.9K ﹤0.01% 2194
2021
Q4 		$2.12M Buy
+133,176
New +$2.09M ﹤0.01% 2129

Other funds holding RHTX

CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $378M AUM 24.52% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return