Bank of Montreal
RSSX

Bank of Montreal’s Return Stacked U.S. Stocks & Gold/Bitcoin ETF RSSX Stock Holding History

Bank of Montreal’s Portfolio RSSX Stock Details RSSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$499K Sell
21,712
-64
-0.3% -$1.65K ﹤0.01% 2470
2026
Q1 		$510K Buy
21,776
+413
+2% +$10.9K ﹤0.01% 2386
2025
Q4 		$551K Buy
+21,363
New +$554K ﹤0.01% 2264

Other funds holding RSSX

IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

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

Bank of Montreal reduced its Return Stacked U.S. Stocks & Gold/Bitcoin ETF (RSSX) stake by 0.29% in Q2 2026, selling an estimated $1.65K and leaving 21,712 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #2470.

Bank of Montreal first reported a position in RSSX in Q4 2025 and has held it in 3 quarters since. The position peaked at $551K in Q4 2025. 13 funds tracked by Wall St. Rank hold RSSX as of Q2 2026.

  • Bank of Montreal held 21,712 shares of Return Stacked U.S. Stocks & Gold/Bitcoin ETF worth $499K as of Q2 2026.
  • Bank of Montreal sold 64 Return Stacked U.S. Stocks & Gold/Bitcoin ETF shares in Q2 2026, an estimated $1.65K.
  • Return Stacked U.S. Stocks & Gold/Bitcoin ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2470 holding.
  • Bank of Montreal first reported a position in Return Stacked U.S. Stocks & Gold/Bitcoin ETF in Q4 2025 and has held it in 3 quarters since.
  • Bank of Montreal's Return Stacked U.S. Stocks & Gold/Bitcoin ETF position peaked at $551K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Return Stacked U.S. Stocks & Gold/Bitcoin ETF as of Q2 2026.

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