NewEdge Advisors
RHRX icon

NewEdge Advisors’s Adaptive Tactical Rotation ETF RHRX Stock Holding History

NewEdge Advisors’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
Q2 		$558K Sell
25,340
-318
-1% -$6.76K ﹤0.01% 2070
2026
Q1 		$487K Buy
25,658
+646
+3% +$12.3K ﹤0.01% 2013
2025
Q4 		$460K Buy
25,012
+10,890
+77% +$199K ﹤0.01% 2031
2025
Q3 		$257K Sell
14,122
-1,441
-9% -$24.8K ﹤0.01% 2273
2025
Q2 		$259K Buy
15,563
+100
+0.6% +$1.52K ﹤0.01% 2097
2025
Q1 		$228K Sell
15,463
-1,844
-11% -$29.1K ﹤0.01% 2036
2024
Q4 		$273K Sell
17,307
-20
-0.1% -$320 ﹤0.01% 1927
2024
Q3 		$272K Buy
17,327
+11,448
+195% +$176K ﹤0.01% 1863
2024
Q2 		$92.3K Hold
5,879
– – ﹤0.01% 2146
2024
Q1 		$85.6K Hold
5,879
– – ﹤0.01% 2113
2023
Q4 		$75.9K Hold
5,879
– – ﹤0.01% 2065
2023
Q3 		$71.3K Sell
5,879
-1,423
-19% -$17.8K ﹤0.01% 1966
2023
Q2 		$91.9K Sell
7,302
-17,449
-70% -$209K ﹤0.01% 1875
2023
Q1 		$294K Sell
24,751
-30,312
-55% -$359K ﹤0.01% 1385
2022
Q4 		$20.3K Sell
55,063
-21,473
-28% -$254K ﹤0.01% 2116
2022
Q3 		$852K Sell
76,536
-2,685
-3% -$32.8K 0.01% 709
2022
Q2 		$913K Buy
+79,221
New +$985K 0.02% 712
2022
Q1 		– Sell
-148,296
Closed -$2.17M – 1535
2021
Q4 		$2.17M Buy
+148,296
New +$2.13M 0.03% 426

Other funds holding RHRX

Partners Wealth Management
Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
WCG Wealth Advisors
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.9B AUM 28.91% 1-Year Est. Return
Centaurus Financial
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

NewEdge Advisors's RHRX Position: Q2 2026 in Review

NewEdge Advisors reduced its Adaptive Tactical Rotation ETF (RHRX) stake by 1.2% in Q2 2026, selling an estimated $6.76K and leaving 25,340 shares worth $558K. The position accounts for ﹤0.01% of the portfolio, ranked #2070.

NewEdge Advisors first reported a position in RHRX in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.17M in Q4 2021. 12 funds tracked by Wall St. Rank hold RHRX as of Q2 2026.

  • NewEdge Advisors held 25,340 shares of Adaptive Tactical Rotation ETF worth $558K as of Q2 2026.
  • NewEdge Advisors sold 318 Adaptive Tactical Rotation ETF shares in Q2 2026, an estimated $6.76K.
  • Adaptive Tactical Rotation ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2070 holding.
  • NewEdge Advisors first reported a position in Adaptive Tactical Rotation ETF in Q4 2021 and has held it in 18 quarters since.
  • NewEdge Advisors's Adaptive Tactical Rotation ETF position peaked at $2.17M in Q4 2021.
  • 12 funds tracked by Wall St. Rank held Adaptive Tactical Rotation ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.