AE Wealth Management’s Return Stacked US Stocks & Managed Futures ETF RSST Stock Holding History

AE Wealth Management’s Portfolio RSST Stock Details RSST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-146	Closed	-$4.13K	–	2766
2026 Q1	$4.13K	Hold	146	–	–	﹤0.01%	2403
2025 Q4	$4.14K	Hold	146	–	–	﹤0.01%	2259
2025 Q3	$3.86K	Hold	146	–	–	﹤0.01%	2110
2025 Q2	$3.4K	Buy	146 +57	+64%	+$1.22K	﹤0.01%	1999
2025 Q1	$1.97K	Hold	89	–	–	﹤0.01%	2032
2024 Q4	$2.13K	Buy	+89	New	+$2.13K	﹤0.01%	1993

Other funds holding RSST

CWA

Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

TWM

Triton Wealth Management Sun City, Arizona $326M AUM 31.51% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

IWP

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

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

AE Wealth Management sold out of Return Stacked US Stocks & Managed Futures ETF (RSST) in Q2 2026, closing a stake of 146 shares — an estimated $4.13K sold.

AE Wealth Management first reported a position in RSST in Q4 2024 and held it in 6 quarters. The position peaked at $4.14K in Q4 2025. 64 funds tracked by Wall St. Rank hold RSST as of Q2 2026.

AE Wealth Management reported no remaining Return Stacked US Stocks & Managed Futures ETF position as of Q2 2026 after selling out during the quarter.
AE Wealth Management sold 146 Return Stacked US Stocks & Managed Futures ETF shares in Q2 2026, an estimated $4.13K.
AE Wealth Management first reported a position in Return Stacked US Stocks & Managed Futures ETF in Q4 2024 and held it in 6 quarters.
AE Wealth Management's Return Stacked US Stocks & Managed Futures ETF position peaked at $4.14K in Q4 2025.
64 funds tracked by Wall St. Rank held Return Stacked US Stocks & Managed Futures ETF as of Q2 2026.

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