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WealthPlan Investment Management’s RH Tactical Rotation ETF RHRX Stock Holding History

WealthPlan Investment 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
2023
Q1 		– Sell
-13,038
Closed -$156K – 537
2022
Q4 		$156K Sell
13,038
-72
-0.5% -$851 0.01% 377
2022
Q3 		$159K Buy
+13,110
New +$160K 0.01% 356
2022
Q1 		$164K Buy
+13,310
New +$181K 0.01% 370

Other funds holding RHRX

CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

WealthPlan Investment Management's RHRX Position: Q1 2023 in Review

WealthPlan Investment Management sold out of RH Tactical Rotation ETF (RHRX) in Q1 2023, closing a stake of 13,038 shares — an estimated $156K sold.

WealthPlan Investment Management first reported a position in RHRX in Q1 2022 and held it in 3 quarters. The position peaked at $164K in Q1 2022. 15 funds tracked by Wall St. Rank hold RHRX as of Q1 2023.

  • WealthPlan Investment Management reported no remaining RH Tactical Rotation ETF position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 13,038 RH Tactical Rotation ETF shares in Q1 2023, an estimated $156K.
  • WealthPlan Investment Management first reported a position in RH Tactical Rotation ETF in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's RH Tactical Rotation ETF position peaked at $164K in Q1 2022.
  • 15 funds tracked by Wall St. Rank held RH Tactical Rotation ETF as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.