LPL Financial
RHRX icon

LPL Financial’s RH Tactical Rotation ETF RHRX Stock Holding History

LPL Financial’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
2026
Q1 		$976K Buy
51,365
+1,367
+3% +$25.9K ﹤0.01% 4202
2025
Q4 		$920K Buy
49,998
+1,313
+3% +$24K ﹤0.01% 4154
2025
Q3 		$887K Buy
48,685
+718
+1% +$12.4K ﹤0.01% 4113
2025
Q2 		$799K Buy
47,967
+22,401
+88% +$341K ﹤0.01% 3952
2025
Q1 		$377K Sell
25,566
-48,216
-65% -$760K ﹤0.01% 4409
2024
Q4 		$1.16M Buy
+73,782
New +$1.18M ﹤0.01% 3368
2024
Q1 		– Sell
-10,419
Closed -$134K – 5006
2023
Q4 		$134K Buy
+10,419
New +$129K ﹤0.01% 4494
2023
Q3 		– Sell
-156,010
Closed -$1.96M – 4778
2023
Q2 		$1.96M Sell
156,010
-28,420
-15% -$340K ﹤0.01% 2269
2023
Q1 		$2.19M Sell
184,430
-79,736
-30% -$945K ﹤0.01% 2075
2022
Q4 		$3.09M Buy
264,166
+12,564
+5% +$149K ﹤0.01% 1757
2022
Q3 		$2.8M Sell
251,602
-17,554
-7% -$214K ﹤0.01% 1755
2022
Q2 		$3.1M Buy
+269,156
New +$3.35M ﹤0.01% 1705

Other funds holding RHRX

PWM
Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial's RHRX Position: Q1 2026 in Review

LPL Financial increased its RH Tactical Rotation ETF (RHRX) stake by 2.7% in Q1 2026, buying an estimated $25.9K and bringing the position to 51,365 shares worth $976K. The position accounts for ﹤0.01% of the portfolio, ranked #4202.

LPL Financial first reported a position in RHRX in Q2 2022 and has held it in 12 quarters since. The position peaked at $3.1M in Q2 2022. 11 funds tracked by Wall St. Rank hold RHRX as of Q1 2026.

  • LPL Financial held 51,365 shares of RH Tactical Rotation ETF worth $976K as of Q1 2026.
  • LPL Financial bought 1,367 RH Tactical Rotation ETF shares in Q1 2026, an estimated $25.9K.
  • RH Tactical Rotation ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4202 holding.
  • LPL Financial first reported a position in RH Tactical Rotation ETF in Q2 2022 and has held it in 12 quarters since.
  • LPL Financial's RH Tactical Rotation ETF position peaked at $3.1M in Q2 2022.
  • 11 funds tracked by Wall St. Rank held RH Tactical Rotation ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.