NYSEARCA:RHRX RH Tactical Rotation ETF (RHRX) Price, Holdings, & News → This military-backed stock “owns” AI market (From Porter & Company) (Ad) Free RHRX Stock Alerts $14.85 0.00 (0.00%) (As of 05/31/2024 ET) Add Compare Share Share Today's Range$14.65▼$14.8550-Day Range$13.56▼$15.0952-Week Range$11.75▼$15.15Volume286 shsAverage Volume4,943 shsMarket Capitalization$13.77 millionAssets Under Management$14.34 millionDividend Yield0.00%Net Expense Ratio1.34% Stock AnalysisStock AnalysisChartHoldingsOwnershipRatingsStock AnalysisChartHoldingsOwnershipRatings Get RH Tactical Rotation ETF alerts: Email Address About RH Tactical Rotation ETFThe RH Tactical Rotation ETF (RHRX) is an exchange-traded fund that mostly invests in target outcome asset allocation. The fund is a fund-of-funds that utilizes sector rotation strategies in its attempt to capitalize on changes in the business cycle. The fund is actively managed. RHRX was launched on Sep 20, 2012 and is managed by Adaptive.Read More RHRX Stock Price History View Price History Chart DataSkip Price History Chart 30 days | 90 days | 365 days | Advanced Chart RHRX ETF News HeadlinesNo headlines for this company have been tracked by MarketBeat.com Receive RHRX Stock News and Ratings via Email Sign-up to receive the latest news and ratings for RH Tactical Rotation ETF and its competitors with MarketBeat's FREE daily newsletter. Email Address Fund Details IssuerCavalier Investments Fund NameRH Tactical Rotation ETF Tax ClassificationRegulated Investment Company Stock ExchangeNYSEARCACurrent SymbolNYSEARCA:RHRX Inception Date9/20/2012 Fund ManagerScott Wetherington WebN/A PhoneN/AFund Focus Asset ClassMulti Asset BenchmarkN/A CategoryAsset Allocation FocusTarget Outcome Development LevelDeveloped Markets RegionNorth America Number of Holdings8 Fund Statistics Assets Under Management$14.34 million Average Daily Volume$0.00 Discount/Premium0.02% Administrator, Advisor and Custodian AdministratorThe Nottingham Company AdvisorThe Nottingham Company CustodianClear Street, LLC DistributorCapital Investment Group, Inc Transfer AgentNottingham Shareholder Services, LLC TrusteeN/A Lead Market MakerGTS Miscellaneous Outstanding Shares927,274Beta0.93 Creation Unit10,000 Creation Fee$250.00 13 Stocks Institutional Investors Won't Stop BuyingWhich stocks are major institutional investors including hedge funds and endowments buying in today's market? 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RH Tactical Rotation ETF ExpensesTypeRHRXTarget Outcome ETFsMulti Asset ETFsNYSEARCA ETFsAll ETFsManagement Fee1.00%0.68%0.69%0.51%0.51%Other Expenses0.83%1.00%0.78%0.64%0.58%Total Expense1.83%1.35%1.20%0.74%0.70%Fee Waiver-0.49%-1.16%-0.69%-0.68%-0.56%Net Expense1.34%0.90%0.94%0.58%0.58% RH Tactical Rotation ETF (RHRX) Holdings & ExposureTop 6 RHRX HoldingsSPDR® S&P 500 ETF TrustHolding Weight: 29.80%SPDR Portfolio S&P 500 Growth ETF(NYSEARCA:SPYG)Holding Weight: 20.32%VanEck Semiconductor ETF(NASDAQ:SMH)Holding Weight: 19.63%Technology Select Sector SPDR Fund(NYSEARCA:XLK)Holding Weight: 15.83%Communication Services Select Sector SPDR Fund(NYSEARCA:XLC)Holding Weight: 14.99%CashHolding Weight: -0.57%RHRX Sector ExposureRHRX Industry ExposureFull Holdings Details Similar ETFsIshares Lifepath Target Date 2035 ETFNYSEARCA:ITDCATAC US Rotation ETFNYSEARCA:ROROCalamos CEF Income & Arbitrage ETFNYSEARCA:CCEFIshares Lifepath Target Date 2045 ETFNYSEARCA:ITDEAmplify EASI Tactical Growth ETFNYSEARCA:EASIInstitutional OwnershipCetera Investment AdvisersBought 290,968 shares on 5/24/2024Ownership: 31.379%Cetera Advisors LLCSold 8,159 shares on 5/24/2024Ownership: 29.474%WealthPLAN Partners LLCSold 1,735 shares on 5/7/2024Ownership: 1.144%View All Institutional Transactions RHRX ETF - Frequently Asked Questions How have RHRX shares performed in 2024? RH Tactical Rotation ETF's stock was trading at $12.90 at the start of the year. Since then, RHRX shares have increased by 15.1% and is now trading at $14.8477. View the best growth stocks for 2024 here. What does RHRX invest in? RH Tactical Rotation ETF is a multi asset fund issued by Cavalier Investments. RHRX focuses on target outcome investments. The fund's investments total to approximately $14.34 million assets under management. What stocks does RH Tactical Rotation ETF hold? RHRX invests in 8 holdings. Some of the stocks in their portfolio include SPDR Portfolio S&P 500 Growth ETF (SPYG), VanEck Semiconductor ETF (SMH), Technology Select Sector SPDR Fund (XLK) and Communication Services Select Sector SPDR Fund (XLC). What is the management fee for RH Tactical Rotation ETF? RH Tactical Rotation ETF's management fee is 1.00% and has other expenses of 0.83%. However, RHRX has a fee waiver of -0.49% to reimburse the expenses. The net expense ratio for RHRX is 1.34%. Who are RH Tactical Rotation ETF's major shareholders? RH Tactical Rotation ETF's stock is owned by a variety of retail and institutional investors. Top institutional shareholders include Cetera Investment Advisers (31.38%), Cetera Advisors LLC (29.47%) and WealthPLAN Partners LLC (1.14%). How do I buy shares of RH Tactical Rotation ETF? Shares of RHRX stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. Compare Top Brokerages Here. This page (NYSEARCA:RHRX) was last updated on 6/1/2024 by MarketBeat.com Staff From Our PartnersThe #1 Crypto That You Don’t Own… YetCrypto 101 MediaDems have chosen Biden replacement?Paradigm PressClaim Your Complimentary Bitcoin RewardCrypto Swap ProfitsTrump’s Gift Could Unleash $51 Billion in New WealthWealthpin ProShocking: One AI startup's revenue could surge 4,735%Manward PressBiden Nomination CANCELED?The Freeport SocietyMust-See: Elon’s New Invention is Absolutely InsaneInvestorPlaceNvidia is about to pass AppleWeiss Ratings Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding RH Tactical Rotation ETF Please log in to your account or sign up in order to add this asset to your watchlist. 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