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Kestra Private Wealth Services’s RH Tactical Rotation ETF RHRX Stock Holding History

Kestra Private Wealth Services’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
2025
Q1 		– Sell
-68,542
Closed -$1.08M – 1560
2024
Q4 		$1.08M Sell
68,542
-11,163
-14% -$179K 0.02% 620
2024
Q3 		$1.25M Buy
79,705
+15,844
+25% +$243K 0.02% 543
2024
Q2 		$1M Buy
+63,861
New +$941K 0.02% 570

Other funds holding RHRX

IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Kestra Private Wealth Services's RHRX Position: Q1 2025 in Review

Kestra Private Wealth Services sold out of RH Tactical Rotation ETF (RHRX) in Q1 2025, closing a stake of 68,542 shares — an estimated $1.08M sold.

Kestra Private Wealth Services first reported a position in RHRX in Q2 2024 and held it in 3 quarters. The position peaked at $1.25M in Q3 2024. 15 funds tracked by Wall St. Rank hold RHRX as of Q1 2025.

  • Kestra Private Wealth Services reported no remaining RH Tactical Rotation ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 68,542 RH Tactical Rotation ETF shares in Q1 2025, an estimated $1.08M.
  • Kestra Private Wealth Services first reported a position in RH Tactical Rotation ETF in Q2 2024 and held it in 3 quarters.
  • Kestra Private Wealth Services's RH Tactical Rotation ETF position peaked at $1.25M in Q3 2024.
  • 15 funds tracked by Wall St. Rank held RH Tactical Rotation ETF as of Q1 2025.

Based on Kestra Private Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.