WAM
RRH

Worth Asset Management’s Advocate Rising Rate Hedge ETF RRH Stock Holding History

Worth Asset Management’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
-115
Closed -$3.08K – 547
2022
Q4 		$3.08K Buy
+115
New +$3.74K ﹤0.01% 395

Other funds holding RRH

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

Worth Asset Management's RRH Position: Q1 2023 in Review

Worth Asset Management sold out of Advocate Rising Rate Hedge ETF (RRH) in Q1 2023, closing a stake of 115 shares — an estimated $3.08K sold.

Worth Asset Management first reported a position in RRH in Q4 2022 and held it in 1 quarter. The position peaked at $3.08K in Q4 2022. 3 funds tracked by Wall St. Rank hold RRH as of Q1 2023.

  • Worth Asset Management reported no remaining Advocate Rising Rate Hedge ETF position as of Q1 2023 after selling out during the quarter.
  • Worth Asset Management sold 115 Advocate Rising Rate Hedge ETF shares in Q1 2023, an estimated $3.08K.
  • Worth Asset Management first reported a position in Advocate Rising Rate Hedge ETF in Q4 2022 and held it in 1 quarter.
  • Worth Asset Management's Advocate Rising Rate Hedge ETF position peaked at $3.08K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Advocate Rising Rate Hedge ETF as of Q1 2023.

Based on Worth Asset Management's 13F filing for Q1 2023, filed 12 Apr 2023.