IFP Advisors’s Advocate Rising Rate Hedge ETF RRH Stock Holding History

IFP Advisors’s Portfolio RRH Stock Details RRH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-300	Closed	-$8K	–	4892
2022 Q3	$8K	Hold	300	–	–	﹤0.01%	3820
2022 Q2	$8K	Hold	300	–	–	﹤0.01%	3567
2022 Q1	$8K	Buy	+300	New	+$7.09K	﹤0.01%	3566

Other funds holding RRH

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IFP Advisors's RRH Position: Q4 2022 in Review

IFP Advisors sold out of Advocate Rising Rate Hedge ETF (RRH) in Q4 2022, closing a stake of 300 shares — an estimated $8K sold.

IFP Advisors first reported a position in RRH in Q1 2022 and held it in 3 quarters. The position peaked at $8K in Q3 2022. 9 funds tracked by Wall St. Rank hold RRH as of Q4 2022.

IFP Advisors reported no remaining Advocate Rising Rate Hedge ETF position as of Q4 2022 after selling out during the quarter.
IFP Advisors sold 300 Advocate Rising Rate Hedge ETF shares in Q4 2022, an estimated $8K.
IFP Advisors first reported a position in Advocate Rising Rate Hedge ETF in Q1 2022 and held it in 3 quarters.
IFP Advisors's Advocate Rising Rate Hedge ETF position peaked at $8K in Q3 2022.
9 funds tracked by Wall St. Rank held Advocate Rising Rate Hedge ETF as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.