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Action Point Financial Planning’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History

Action Point Financial Planning’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 		$3.75M Buy
+121,915
New +$3.65M 0.38% 61

Other funds holding RSSB

WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
WW
Wright Wealth Atlanta, Georgia $167M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return

Action Point Financial Planning's RSSB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Return Stacked Global Stocks & Bonds ETF (RSSB) in Q2 2026: 121,915 shares worth $3.75M. The stake represents 0.38% of the portfolio and ranks #61 among its holdings.

43 funds tracked by Wall St. Rank hold RSSB as of Q2 2026.

  • Action Point Financial Planning held 121,915 shares of Return Stacked Global Stocks & Bonds ETF worth $3.75M as of Q2 2026.
  • Return Stacked Global Stocks & Bonds ETF was a new Action Point Financial Planning position in Q2 2026.
  • Return Stacked Global Stocks & Bonds ETF made up 0.38% of Action Point Financial Planning's portfolio in Q2 2026, its #61 holding.
  • 43 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.