RH Tactical Rotation ETFRHRXETF

13F holders, Q4 2024 (December 31)
13holders −1
2new positions
4sold out
$15.77avg. 13F price*

At the end of Q4 2024, 13 institutions reported holding RH Tactical Rotation ETF (RHRX) in their 13F filings, down 1 from Q3 2024. 2 opened new positions and 4 sold out. The largest holders were Cetera Investment Advisers ($3.1M), Partners Wealth Management, LLC ($2.3M) and LPL Financial LLC ($1.2M).

Company
RH Tactical Rotation ETF
Filed as
STARBOARD INVT TR (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions2$1.3M
Exits4$617K

All 13F filers, Q3 2024 → Q4 2024: 98,791 shares bought and 55,152 shares sold, net +43,639 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 13 holders

Cetera Investment Advisers 0.01% Reduce -2.3% 195,846 $3.1M
Partners Wealth Management, LLC 2.64% — 147,389 $2.3M
LPL Financial LLC 0.00% New 73,782 $1.2M
Kestra Private Wealth Services, LLC 0.02% Reduce -14.0% 68,542 $1.1M
Prime Capital Investment Advisors, LLC 0.01% No change 32,663 $515K
Avior Wealth Management, LLC 0.02% No change 31,904 $503K
Old Mission Capital LLC 0.01% Add +127.2% 23,363 $368K
Stratos Wealth Partners, LTD. 0.00% No change 21,315 $336K
NewEdge Advisors, LLC 0.00% Reduce -0.1% 17,307 $273K
Susquehanna International Group, LLP 0.00% New 10,914 $172K
Centaurus Financial, Inc. 0.01% No change 10,880 $172K
UBS Group AG 0.00% Add +2743.2% 1,052 $17K
Osaic Holdings, Inc. 0.00% No change 205 $3K

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