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RHTX icon

NewEdge Advisors’s RH Tactical Outlook ETF RHTX Stock Holding History

NewEdge Advisors’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
2024
Q3 		– Sell
-14,341
Closed -$218K – 3920
2024
Q2 		$218K Sell
14,341
-1,371
-9% -$20.4K ﹤0.01% 1875
2024
Q1 		$236K Buy
15,712
+1,674
+12% +$23.7K ﹤0.01% 1764
2023
Q4 		$192K Sell
14,038
-1,371
-9% -$18.1K ﹤0.01% 1732
2023
Q3 		$200K Sell
15,409
-4,561
-23% -$61.6K ﹤0.01% 1631
2023
Q2 		$269K Sell
19,970
-2,334
-10% -$30.4K ﹤0.01% 1501
2023
Q1 		$289K Sell
22,304
-14,209
-39% -$186K ﹤0.01% 1393
2022
Q4 		$17.9K Sell
36,513
-15,176
-29% -$195K ﹤0.01% 2155
2022
Q3 		$635K Sell
51,689
-2,319
-4% -$30.6K 0.01% 849
2022
Q2 		$677K Buy
+54,008
New +$733K 0.01% 843
2022
Q1 		– Sell
-114,696
Closed -$1.83M – 1536
2021
Q4 		$1.83M Buy
+114,696
New +$1.8M 0.03% 480

Other funds holding RHTX

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
GS
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors's RHTX Position: Q3 2024 in Review

NewEdge Advisors sold out of RH Tactical Outlook ETF (RHTX) in Q3 2024, closing a stake of 14,341 shares — an estimated $218K sold.

NewEdge Advisors first reported a position in RHTX in Q4 2021 and held it in 10 quarters. The position peaked at $1.83M in Q4 2021. 6 funds tracked by Wall St. Rank hold RHTX as of Q3 2024.

  • NewEdge Advisors reported no remaining RH Tactical Outlook ETF position as of Q3 2024 after selling out during the quarter.
  • NewEdge Advisors sold 14,341 RH Tactical Outlook ETF shares in Q3 2024, an estimated $218K.
  • NewEdge Advisors first reported a position in RH Tactical Outlook ETF in Q4 2021 and held it in 10 quarters.
  • NewEdge Advisors's RH Tactical Outlook ETF position peaked at $1.83M in Q4 2021.
  • 6 funds tracked by Wall St. Rank held RH Tactical Outlook ETF as of Q3 2024.

Based on NewEdge Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.