RH Tactical Rotation ETFRHRXETF
13F holders, Q2 2024 (June 30)15holders +5
6new positions
1sold out
$15.70avg. 13F price*
At the end of Q2 2024, 15 institutions reported holding RH Tactical Rotation ETF (RHRX) in their 13F filings, up 5 from Q1 2024. 6 opened new positions and 1 sold out. The largest holders were Cetera Investment Advisers ($3.8M), Kestra Private Wealth Services, LLC ($1.0M) and Prime Capital Investment Advisors, LLC ($515K).
- Company
- RH Tactical Rotation ETF
- Filed as
- STARBOARD INVT TR (Q2 2024)
- CUSIP
- 85521B775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.2M |
| Exits | 1 | $256K |
All 13F filers, Q1 2024 → Q2 2024: 137,278 shares bought and 87,440 shares sold, net +49,838 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Cetera Investment Advisers | 0.01% | Reduce -17.2% | 240,924 | $3.8M |
| Kestra Private Wealth Services, LLC | 0.02% | New | 63,861 | $1.0M |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 32,822 | $515K |
| Avior Wealth Management, LLC | 0.02% | No change | 31,904 | $501K |
| Old Mission Capital LLC | 0.01% | New | 30,243 | $475K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 21,315 | $335K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -47.5% | 21,077 | $331K |
| Centaurus Financial, Inc. | 0.01% | New | 11,022 | $173K |
| GTS Securities LLC | 0.00% | New | 10,820 | $170K |
| WealthPLAN Partners, LLC | 0.02% | Reduce -2.0% | 10,170 | $160K |
| NewEdge Advisors, LLC | 0.00% | No change | 5,879 | $92K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | No change | 4,724 | $74K |
| Osaic Holdings, Inc. | 0.00% | Reduce -72.6% | 205 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 138 | $2K |
| UBS Group AG | 0.00% | New | 17 | $267 |
"% of holder's portfolio" is RHRX's weight in each manager's 13F, not the share of RH Tactical Rotation ETF the manager owns.