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

Axxcess 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
-59,579
Closed -$1.32M – 921
2025
Q1 		$1.32M Sell
59,579
-62,330
-51% -$1.49M 0.03% 333
2024
Q4 		$2.91M Buy
+121,909
New +$2.92M 0.07% 203

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 $296M AUM 24.77% 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 $431M AUM 26% 1-Year Est. Return

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

Axxcess Wealth Management sold out of Return Stacked US Stocks & Managed Futures ETF (RSST) in Q2 2025, closing a stake of 59,579 shares — an estimated $1.32M sold.

Axxcess Wealth Management first reported a position in RSST in Q4 2024 and held it in 2 quarters. The position peaked at $2.91M in Q4 2024. 56 funds tracked by Wall St. Rank hold RSST as of Q2 2025.

  • Axxcess Wealth Management reported no remaining Return Stacked US Stocks & Managed Futures ETF position as of Q2 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 59,579 Return Stacked US Stocks & Managed Futures ETF shares in Q2 2025, an estimated $1.32M.
  • Axxcess Wealth Management first reported a position in Return Stacked US Stocks & Managed Futures ETF in Q4 2024 and held it in 2 quarters.
  • Axxcess Wealth Management's Return Stacked US Stocks & Managed Futures ETF position peaked at $2.91M in Q4 2024.
  • 56 funds tracked by Wall St. Rank held Return Stacked US Stocks & Managed Futures ETF as of Q2 2025.

Based on Axxcess Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.