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
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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return

Bank of Montreal's RSSB Position: Q1 2026 in Review

Bank of Montreal increased its Return Stacked Global Stocks & Bonds ETF (RSSB) stake by 0.67% in Q1 2026, buying an estimated $3.77K and bringing the position to 19,896 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #2356.

Bank of Montreal first reported a position in RSSB in Q4 2025 and has held it in 2 quarters since. The position peaked at $573K in Q4 2025. 44 funds tracked by Wall St. Rank hold RSSB as of Q1 2026.

  • Bank of Montreal held 19,896 shares of Return Stacked Global Stocks & Bonds ETF worth $541K as of Q1 2026.
  • Bank of Montreal bought 132 Return Stacked Global Stocks & Bonds ETF shares in Q1 2026, an estimated $3.77K.
  • Return Stacked Global Stocks & Bonds ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2356 holding.
  • Bank of Montreal first reported a position in Return Stacked Global Stocks & Bonds ETF in Q4 2025 and has held it in 2 quarters since.
  • Bank of Montreal's Return Stacked Global Stocks & Bonds ETF position peaked at $573K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.