RH Tactical Rotation ETFRHRXETF

13F holders, Q1 2024 (March 31)
10holders
$14.56avg. 13F price*

At the end of Q1 2024, 10 institutions reported holding RH Tactical Rotation ETF (RHRX) in their 13F filings. The largest holders were Cetera Investment Advisers ($4.2M), Envestnet Asset Management Inc. ($585K) and Prime Capital Investment Advisors, LLC ($478K).

Company
RH Tactical Rotation ETF
Filed as
STARBOARD INVT TR (Q1 2024)
CUSIP
85521B775
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 10Q1 2024Q2 2024: 15Q2 2024Q3 2024: 14Q3 2024Q4 2024: 13Q4 2024Q1 2025: 15Q1 2025Q2 2025: 13Q2 2025Q3 2025: 14Q3 2025Q4 2025: 13Q4 2025Q1 2026: 11Q1 2026Q2 2026: 12Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions2$4.2M
Exits5$668K

Ownership 10 holders

Cetera Investment Advisers 0.01% New 290,968 $4.2M
Envestnet Asset Management Inc. 0.00% Reduce -56.0% 40,160 $585K
Prime Capital Investment Advisors, LLC 0.01% Reduce -4.2% 32,822 $478K
Avior Wealth Management, LLC 0.02% No change 31,904 $465K
Susquehanna International Group, LLP 0.00% Add +58.5% 17,558 $256K
WealthPLAN Partners, LLC 0.02% Reduce -14.3% 10,383 $151K
NewEdge Advisors, LLC 0.00% No change 5,879 $86K
Householder Group Estate & Retirement Specialist, LLC 0.02% No change 4,724 $69K
Osaic Holdings, Inc. 0.00% Reduce -21.4% 747 $11K
CoreCap Advisors, LLC 0.00% New 138 $2K

"% of holder's portfolio" is RHRX's weight in each manager's 13F, not the share of RH Tactical Rotation ETF the manager owns.