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RSSB icon

Aspect Partners’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History

Aspect Partners’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 		$8.89M Buy
289,040
+9,229
+3% +$276K 3.32% 9
2026
Q1 		$7.61M Buy
279,811
+17,837
+7% +$510K 3.11% 11
2025
Q4 		$7.37M Sell
261,974
-1,725
-0.7% -$49.6K 3.22% 9
2025
Q3 		$7.43M Buy
263,699
+2,482
+1% +$67K 3.37% 9
2025
Q2 		$6.85M Buy
261,217
+11,565
+5% +$278K 3.38% 8
2025
Q1 		$5.85M Sell
249,652
-5,291
-2% -$126K 3.35% 9
2024
Q4 		$5.92M Sell
254,943
-53
-0% -$1.28K 3.42% 7
2024
Q3 		$6.37M Buy
254,996
+132,033
+107% +$3.13M 3.57% 8
2024
Q2 		$2.79M Buy
122,963
+109,539
+816% +$2.41M 1.66% 15
2024
Q1 		$301K Buy
+13,424
New +$288K 0.24% 55

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
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
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 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

Aspect Partners's RSSB Position: Q2 2026 in Review

Aspect Partners increased its Return Stacked Global Stocks & Bonds ETF (RSSB) stake by 3.3% in Q2 2026, buying an estimated $276K and bringing the position to 289,040 shares worth $8.89M. The position accounts for 3.32% of the portfolio, ranked #9.

Aspect Partners first reported a position in RSSB in Q1 2024 and has held it in 10 quarters since. 12 funds tracked by Wall St. Rank hold RSSB as of Q2 2026.

  • Aspect Partners held 289,040 shares of Return Stacked Global Stocks & Bonds ETF worth $8.89M as of Q2 2026.
  • Aspect Partners bought 9,229 Return Stacked Global Stocks & Bonds ETF shares in Q2 2026, an estimated $276K.
  • Return Stacked Global Stocks & Bonds ETF made up 3.32% of Aspect Partners's portfolio in Q2 2026, its #9 holding.
  • Aspect Partners first reported a position in Return Stacked Global Stocks & Bonds ETF in Q1 2024 and has held it in 10 quarters since.
  • 12 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.