Osaic Holdings
RRH

Osaic Holdings’s Advocate Rising Rate Hedge ETF RRH Stock Holding History

Osaic Holdings’s Portfolio RRH Stock Details RRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-125
Closed -$3K – 7609
2022
Q4 		$3K Buy
+125
New +$4.07K ﹤0.01% 6568

Other funds holding RRH

FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Osaic Holdings's RRH Position: Q1 2023 in Review

Osaic Holdings sold out of Advocate Rising Rate Hedge ETF (RRH) in Q1 2023, closing a stake of 125 shares — an estimated $3K sold.

Osaic Holdings first reported a position in RRH in Q4 2022 and held it in 1 quarter. The position peaked at $3K in Q4 2022. 3 funds tracked by Wall St. Rank hold RRH as of Q1 2023.

  • Osaic Holdings reported no remaining Advocate Rising Rate Hedge ETF position as of Q1 2023 after selling out during the quarter.
  • Osaic Holdings sold 125 Advocate Rising Rate Hedge ETF shares in Q1 2023, an estimated $3K.
  • Osaic Holdings first reported a position in Advocate Rising Rate Hedge ETF in Q4 2022 and held it in 1 quarter.
  • Osaic Holdings's Advocate Rising Rate Hedge ETF position peaked at $3K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Advocate Rising Rate Hedge ETF as of Q1 2023.

Based on Osaic Holdings's 13F filing for Q1 2023, filed 12 May 2023.