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WealthPLAN Partners’s RH Tactical Rotation ETF RHRX Stock Holding History

WealthPLAN Partners’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
2024
Q4 		– Sell
-10,170
Closed -$160K – 258
2024
Q3 		$160K Hold
10,170
– – 0.02% 251
2024
Q2 		$160K Sell
10,170
-213
-2% -$3.14K 0.02% 290
2024
Q1 		$151K Sell
10,383
-1,735
-14% -$23.9K 0.02% 295
2023
Q4 		$156K Sell
12,118
-732
-6% -$9.04K 0.02% 310
2023
Q3 		$156K Sell
12,850
-32
-0.2% -$400 0.02% 304
2023
Q2 		$162K Sell
12,882
-156
-1% -$1.87K 0.02% 326
2023
Q1 		$155K Hold
13,038
– – 0.02% 350
2022
Q4 		$157K Buy
+13,038
New +$154K 0.01% 377
2022
Q1 		$164K Sell
13,310
-1,233
-8% -$16.8K 0.01% 370
2021
Q4 		$200K Buy
+14,543
New +$209K 0.01% 369

Other funds holding RHRX

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PWM
Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WealthPLAN Partners's RHRX Position: Q4 2024 in Review

WealthPLAN Partners sold out of RH Tactical Rotation ETF (RHRX) in Q4 2024, closing a stake of 10,170 shares — an estimated $160K sold.

WealthPLAN Partners first reported a position in RHRX in Q4 2021 and held it in 10 quarters. The position peaked at $200K in Q4 2021. 13 funds tracked by Wall St. Rank hold RHRX as of Q4 2024.

  • WealthPLAN Partners reported no remaining RH Tactical Rotation ETF position as of Q4 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 10,170 RH Tactical Rotation ETF shares in Q4 2024, an estimated $160K.
  • WealthPLAN Partners first reported a position in RH Tactical Rotation ETF in Q4 2021 and held it in 10 quarters.
  • WealthPLAN Partners's RH Tactical Rotation ETF position peaked at $200K in Q4 2021.
  • 13 funds tracked by Wall St. Rank held RH Tactical Rotation ETF as of Q4 2024.

Based on WealthPLAN Partners's 13F filing for Q4 2024, filed 30 Jan 2025.