AWM
RSST icon

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

Avior 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
2025
Q2 		– Sell
-10,888
Closed -$241K – 766
2025
Q1 		$241K Sell
10,888
-126
-1% -$3.01K 0.01% 606
2024
Q4 		$263K Hold
11,014
– – 0.01% 623
2024
Q3 		$270K Sell
11,014
-1,507
-12% -$35.9K 0.01% 619
2024
Q2 		$307K Sell
12,521
-1,323
-10% -$31.3K 0.01% 563
2024
Q1 		$324K Buy
+13,844
New +$294K 0.02% 559

Other funds holding RSST

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $241M AUM 22.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
WCM
WealthTrak Capital Management Virginia Beach, Virginia $140M AUM 17% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return

Avior Wealth Management's RSST Position: Q2 2025 in Review

Avior Wealth Management sold out of Return Stacked US Stocks & Managed Futures ETF (RSST) in Q2 2025, closing a stake of 10,888 shares — an estimated $241K sold.

Avior Wealth Management first reported a position in RSST in Q1 2024 and held it in 5 quarters. The position peaked at $324K in Q1 2024. 56 funds tracked by Wall St. Rank hold RSST as of Q2 2025.

  • Avior Wealth Management reported no remaining Return Stacked US Stocks & Managed Futures ETF position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 10,888 Return Stacked US Stocks & Managed Futures ETF shares in Q2 2025, an estimated $241K.
  • Avior Wealth Management first reported a position in Return Stacked US Stocks & Managed Futures ETF in Q1 2024 and held it in 5 quarters.
  • Avior Wealth Management's Return Stacked US Stocks & Managed Futures ETF position peaked at $324K in Q1 2024.
  • 56 funds tracked by Wall St. Rank held Return Stacked US Stocks & Managed Futures ETF as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.