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Gallagher Fiduciary Advisors’s RH Tactical Outlook ETF RHTX Stock Holding History

Gallagher Fiduciary Advisors’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
-177,657
Closed -$2.3M – 189
2023
Q3 		$2.3M Sell
177,657
-8,503
-5% -$115K 0.2% 29
2023
Q2 		$2.51M Sell
186,160
-4,779
-3% -$62.3K 0.19% 34
2023
Q1 		$2.48M Buy
+190,939
New +$2.5M 0.2% 33

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 $379M 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 $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Gallagher Fiduciary Advisors sold out of RH Tactical Outlook ETF (RHTX) in Q4 2023, closing a stake of 177,657 shares — an estimated $2.3M sold.

Gallagher Fiduciary Advisors first reported a position in RHTX in Q1 2023 and held it in 3 quarters. The position peaked at $2.51M in Q2 2023. 7 funds tracked by Wall St. Rank hold RHTX as of Q4 2023.

  • Gallagher Fiduciary Advisors reported no remaining RH Tactical Outlook ETF position as of Q4 2023 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 177,657 RH Tactical Outlook ETF shares in Q4 2023, an estimated $2.3M.
  • Gallagher Fiduciary Advisors first reported a position in RH Tactical Outlook ETF in Q1 2023 and held it in 3 quarters.
  • Gallagher Fiduciary Advisors's RH Tactical Outlook ETF position peaked at $2.51M in Q2 2023.
  • 7 funds tracked by Wall St. Rank held RH Tactical Outlook ETF as of Q4 2023.

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