Partners Wealth Management’s Adaptive Tactical Rotation ETF RHRX Stock Holding History

Partners Wealth Management’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 Q3	$27.6M	Buy	1,285,309 +1,068,344	+492%	+$23.1M	2.87%	8
2026 Q2	$4.78M	Buy	216,965 +22,029	+11%	+$468K	4.69%	4
2026 Q1	$3.7M	Buy	194,936 +56,041	+40%	+$1.06M	3.82%	5
2025 Q4	$2.56M	Sell	138,895 -546	-0.4%	-$10K	2.67%	7
2025 Q3	$2.54M	Sell	139,441 -7,948	-5%	-$137K	2.51%	7
2025 Q2	$2.18M	Hold	147,389	–	–	2.48%	9
2025 Q1	$2.18M	Hold	147,389	–	–	2.47%	8
2024 Q4	$2.32M	Buy	+147,389	New	+$2.36M	2.64%	6

Other funds holding RHRX

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $9.8B AUM 20.15% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 20.02% 1-Year Est. Return

Partners Wealth Management's RHRX Position: Q3 2026 in Review

Partners Wealth Management increased its Adaptive Tactical Rotation ETF (RHRX) stake by 492% in Q3 2026, buying an estimated $23.1M and bringing the position to 1,285,309 shares worth $27.6M. The position accounts for 2.87% of the portfolio, ranked #8.

Partners Wealth Management first reported a position in RHRX in Q4 2024 and has held it in 8 quarters since. 14 funds tracked by Wall St. Rank hold RHRX as of Q3 2026.

Partners Wealth Management held 1,285,309 shares of Adaptive Tactical Rotation ETF worth $27.6M as of Q3 2026.
Partners Wealth Management bought 1,068,344 Adaptive Tactical Rotation ETF shares in Q3 2026, an estimated $23.1M.
Adaptive Tactical Rotation ETF made up 2.87% of Partners Wealth Management's portfolio in Q3 2026, its #8 holding.
Partners Wealth Management first reported a position in Adaptive Tactical Rotation ETF in Q4 2024 and has held it in 8 quarters since.
14 funds tracked by Wall St. Rank held Adaptive Tactical Rotation ETF as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.