U.S. Capital Wealth Advisors’s Advocate Rising Rate Hedge ETF RRH Stock Holding History

U.S. Capital Wealth Advisors’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	-15,191	Closed	-$407K	–	1598
2022 Q4	$407K	Sell	15,191 -34,301	-69%	-$1.12M	0.02%	491
2022 Q3	$1.6M	Sell	49,492 -17,151	-26%	-$491K	0.08%	234
2022 Q2	$1.88M	Hold	66,643	–	–	0.08%	226
2022 Q1	$1.63M	Buy	+66,643	New	+$1.57M	0.06%	314

Other funds holding RRH

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's RRH Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Advocate Rising Rate Hedge ETF (RRH) in Q1 2023, closing a stake of 15,191 shares — an estimated $407K sold.

U.S. Capital Wealth Advisors first reported a position in RRH in Q1 2022 and held it in 4 quarters. The position peaked at $1.88M in Q2 2022. 3 funds tracked by Wall St. Rank hold RRH as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Advocate Rising Rate Hedge ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 15,191 Advocate Rising Rate Hedge ETF shares in Q1 2023, an estimated $407K.
U.S. Capital Wealth Advisors first reported a position in Advocate Rising Rate Hedge ETF in Q1 2022 and held it in 4 quarters.
U.S. Capital Wealth Advisors's Advocate Rising Rate Hedge ETF position peaked at $1.88M in Q2 2022.
3 funds tracked by Wall St. Rank held Advocate Rising Rate Hedge ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.