AWM
RSSB icon

Accurate Wealth Management’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History

Accurate Wealth Management’s Portfolio RSSB Stock Details RSSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.72M Sell
88,373
-9,143
-9% -$274K 0.26% 87
2026
Q1 		$2.79M Sell
97,516
-16,524
-14% -$472K 0.34% 60
2025
Q4 		$3.28M Sell
114,040
-822
-0.7% -$23.6K 0.42% 50
2025
Q3 		$3.25M Buy
114,862
+2,241
+2% +$60.5K 0.43% 50
2025
Q2 		$2.96M Buy
112,621
+4,345
+4% +$104K 0.45% 48
2025
Q1 		$2.4M Buy
108,276
+91,388
+541% +$2.18M 0.46% 60
2024
Q4 		$383K Buy
+16,888
New +$410K 0.07% 245

Other funds holding RSSB

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
SWM
Sherman Wealth Management Gaithersburg, Maryland $133M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Accurate Wealth Management's RSSB Position: Q2 2026 in Review

Accurate Wealth Management reduced its Return Stacked Global Stocks & Bonds ETF (RSSB) stake by 9.4% in Q2 2026, selling an estimated $274K and leaving 88,373 shares worth $2.72M. The position accounts for 0.26% of the portfolio, ranked #87.

Accurate Wealth Management first reported a position in RSSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.28M in Q4 2025. 12 funds tracked by Wall St. Rank hold RSSB as of Q2 2026.

  • Accurate Wealth Management held 88,373 shares of Return Stacked Global Stocks & Bonds ETF worth $2.72M as of Q2 2026.
  • Accurate Wealth Management sold 9,143 Return Stacked Global Stocks & Bonds ETF shares in Q2 2026, an estimated $274K.
  • Return Stacked Global Stocks & Bonds ETF made up 0.26% of Accurate Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Accurate Wealth Management first reported a position in Return Stacked Global Stocks & Bonds ETF in Q4 2024 and has held it in 7 quarters since.
  • Accurate Wealth Management's Return Stacked Global Stocks & Bonds ETF position peaked at $3.28M in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.