WealthPLAN Partners’s Adaptive 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

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

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

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

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

Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $9.9B AUM 28.91% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

WealthPLAN Partners's RHRX Position: Q4 2024 in Review

WealthPLAN Partners sold out of Adaptive 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 Adaptive Tactical Rotation ETF position as of Q4 2024 after selling out during the quarter.
WealthPLAN Partners sold 10,170 Adaptive Tactical Rotation ETF shares in Q4 2024, an estimated $160K.
WealthPLAN Partners first reported a position in Adaptive Tactical Rotation ETF in Q4 2021 and held it in 10 quarters.
WealthPLAN Partners's Adaptive Tactical Rotation ETF position peaked at $200K in Q4 2021.
13 funds tracked by Wall St. Rank held Adaptive Tactical Rotation ETF as of Q4 2024.

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