AWM
RSSB icon

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

AE 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
Q1 		$8.35K Buy
307
+86
+39% +$2.46K ﹤0.01% 2302
2025
Q4 		$6.21K Buy
+221
New +$6.35K ﹤0.01% 2202

Other funds holding RSSB

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
WW
Wright Wealth Atlanta, Georgia $149M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $115M AUM 23.91% 1-Year Est. Return

AE Wealth Management's RSSB Position: Q1 2026 in Review

AE Wealth Management increased its Return Stacked Global Stocks & Bonds ETF (RSSB) stake by 39% in Q1 2026, buying an estimated $2.46K and bringing the position to 307 shares worth $8.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2302.

AE Wealth Management first reported a position in RSSB in Q4 2025 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold RSSB as of Q1 2026.

  • AE Wealth Management held 307 shares of Return Stacked Global Stocks & Bonds ETF worth $8.35K as of Q1 2026.
  • AE Wealth Management bought 86 Return Stacked Global Stocks & Bonds ETF shares in Q1 2026, an estimated $2.46K.
  • Return Stacked Global Stocks & Bonds ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2302 holding.
  • AE Wealth Management first reported a position in Return Stacked Global Stocks & Bonds ETF in Q4 2025 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.