AE Wealth Management
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
Q2 		$4.43K Sell
144
-163
-53% -$4.88K ﹤0.01% 2485
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

WI
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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 $588M AUM 13.27% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
World Investment Advisors
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return

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

AE Wealth Management reduced its Return Stacked Global Stocks & Bonds ETF (RSSB) stake by 53% in Q2 2026, selling an estimated $4.88K and leaving 144 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #2485.

AE Wealth Management first reported a position in RSSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.35K in Q1 2026. 43 funds tracked by Wall St. Rank hold RSSB as of Q2 2026.

  • AE Wealth Management held 144 shares of Return Stacked Global Stocks & Bonds ETF worth $4.43K as of Q2 2026.
  • AE Wealth Management sold 163 Return Stacked Global Stocks & Bonds ETF shares in Q2 2026, an estimated $4.88K.
  • Return Stacked Global Stocks & Bonds ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2485 holding.
  • AE Wealth Management first reported a position in Return Stacked Global Stocks & Bonds ETF in Q4 2025 and has held it in 3 quarters since.
  • AE Wealth Management's Return Stacked Global Stocks & Bonds ETF position peaked at $8.35K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.