Bank of Montreal
RSSB icon

Bank of Montreal’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History

Bank of Montreal’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 		$610K Sell
19,831
-65
-0.3% -$1.95K ﹤0.01% 2354
2026
Q1 		$541K Buy
19,896
+132
+0.7% +$3.77K ﹤0.01% 2356
2025
Q4 		$573K Buy
+19,764
New +$568K ﹤0.01% 2242

Other funds holding RSSB

WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
IWC
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 $578M AUM 19.5% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return

Bank of Montreal's RSSB Position: Q2 2026 in Review

Bank of Montreal reduced its Return Stacked Global Stocks & Bonds ETF (RSSB) stake by 0.33% in Q2 2026, selling an estimated $1.95K and leaving 19,831 shares worth $610K. The position accounts for ﹤0.01% of the portfolio, ranked #2354.

Bank of Montreal first reported a position in RSSB in Q4 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold RSSB as of Q2 2026.

  • Bank of Montreal held 19,831 shares of Return Stacked Global Stocks & Bonds ETF worth $610K as of Q2 2026.
  • Bank of Montreal sold 65 Return Stacked Global Stocks & Bonds ETF shares in Q2 2026, an estimated $1.95K.
  • Return Stacked Global Stocks & Bonds ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2354 holding.
  • Bank of Montreal first reported a position in Return Stacked Global Stocks & Bonds ETF in Q4 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.