LPL Financial’s RH Tactical Outlook ETF RHTX Stock Holding History

LPL Financial’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
2026 Q1	$385K	Sell	20,800 -112	-0.5%	-$2.18K	﹤0.01%	4998
2025 Q4	$391K	Sell	20,912 -673	-3%	-$12.3K	﹤0.01%	4942
2025 Q3	$389K	Hold	21,585	–	–	﹤0.01%	4842
2025 Q2	$359K	Buy	21,585 +2,103	+11%	+$33.1K	﹤0.01%	4640
2025 Q1	$303K	Buy	+19,482	New	+$317K	﹤0.01%	4565
2023 Q3	–	Sell	-197,652	Closed	-$2.67M	–	4779
2023 Q2	$2.67M	Sell	197,652 -63	-0%	-$822	﹤0.01%	2008
2023 Q1	$2.57M	Buy	197,715 +634	+0.3%	+$8.31K	﹤0.01%	1944
2022 Q4	$2.52M	Buy	197,081 +9,970	+5%	+$128K	﹤0.01%	1906
2022 Q3	$2.3M	Buy	187,111 +4,302	+2%	+$56.7K	﹤0.01%	1872
2022 Q2	$2.29M	Buy	+182,809	New	+$2.48M	﹤0.01%	1928

Other funds holding RHTX

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return

EAM

Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

LPL Financial's RHTX Position: Q1 2026 in Review

LPL Financial reduced its RH Tactical Outlook ETF (RHTX) stake by 0.54% in Q1 2026, selling an estimated $2.18K and leaving 20,800 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #4998.

LPL Financial first reported a position in RHTX in Q2 2022 and has held it in 10 quarters since. The position peaked at $2.67M in Q2 2023. 10 funds tracked by Wall St. Rank hold RHTX as of Q1 2026.

LPL Financial held 20,800 shares of RH Tactical Outlook ETF worth $385K as of Q1 2026.
LPL Financial sold 112 RH Tactical Outlook ETF shares in Q1 2026, an estimated $2.18K.
RH Tactical Outlook ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4998 holding.
LPL Financial first reported a position in RH Tactical Outlook ETF in Q2 2022 and has held it in 10 quarters since.
LPL Financial's RH Tactical Outlook ETF position peaked at $2.67M in Q2 2023.
10 funds tracked by Wall St. Rank held RH Tactical Outlook ETF as of Q1 2026.

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