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Householder Group Estate & Retirement Specialist’s RH Tactical Rotation ETF RHRX Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-4,724
Closed -$74K – 1052
2024
Q3 		$74K Hold
4,724
– – 0.02% 415
2024
Q2 		$74K Hold
4,724
– – 0.02% 408
2024
Q1 		$68.8K Hold
4,724
– – 0.02% 422
2023
Q4 		$60K Hold
4,724
– – 0.02% 430
2023
Q3 		$57.3K Buy
+4,724
New +$59.1K 0.02% 416
2023
Q1 		$56K Buy
+4,724
New +$56K 0.02% 423
2022
Q4 		– Sell
-4,724
Closed -$52K – 935
2022
Q3 		$52K Buy
+4,724
New +$57.7K 0.02% 391

Other funds holding RHRX

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PWM
Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's RHRX Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of RH Tactical Rotation ETF (RHRX) in Q4 2024, closing a stake of 4,724 shares — an estimated $74K sold.

Householder Group Estate & Retirement Specialist first reported a position in RHRX in Q3 2022 and held it in 7 quarters. The position peaked at $74K in Q3 2024. 13 funds tracked by Wall St. Rank hold RHRX as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining RH Tactical Rotation ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 4,724 RH Tactical Rotation ETF shares in Q4 2024, an estimated $74K.
  • Householder Group Estate & Retirement Specialist first reported a position in RH Tactical Rotation ETF in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's RH Tactical Rotation ETF position peaked at $74K in Q3 2024.
  • 13 funds tracked by Wall St. Rank held RH Tactical Rotation ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.