GFA
RHRX icon

Gallagher Fiduciary Advisors’s RH Tactical Rotation ETF RHRX Stock Holding History

Gallagher Fiduciary Advisors’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
2023
Q4 		– Sell
-53,191
Closed -$645K – 188
2023
Q3 		$645K Sell
53,191
-1,808
-3% -$22.6K 0.06% 77
2023
Q2 		$692K Sell
54,999
-2,358
-4% -$28.2K 0.05% 97
2023
Q1 		$682K Buy
+57,357
New +$680K 0.06% 101

Other funds holding RHRX

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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gallagher Fiduciary Advisors's RHRX Position: Q4 2023 in Review

Gallagher Fiduciary Advisors sold out of RH Tactical Rotation ETF (RHRX) in Q4 2023, closing a stake of 53,191 shares — an estimated $645K sold.

Gallagher Fiduciary Advisors first reported a position in RHRX in Q1 2023 and held it in 3 quarters. The position peaked at $692K in Q2 2023. 15 funds tracked by Wall St. Rank hold RHRX as of Q4 2023.

  • Gallagher Fiduciary Advisors reported no remaining RH Tactical Rotation ETF position as of Q4 2023 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 53,191 RH Tactical Rotation ETF shares in Q4 2023, an estimated $645K.
  • Gallagher Fiduciary Advisors first reported a position in RH Tactical Rotation ETF in Q1 2023 and held it in 3 quarters.
  • Gallagher Fiduciary Advisors's RH Tactical Rotation ETF position peaked at $692K in Q2 2023.
  • 15 funds tracked by Wall St. Rank held RH Tactical Rotation ETF as of Q4 2023.

Based on Gallagher Fiduciary Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.