BlackDiamond Wealth Management’s Return Stacked Bonds & Managed Futures ETF RSBT Stock Holding History

BlackDiamond Wealth Management’s Portfolio RSBT Stock Details RSBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,063	Closed	-$159K	–	172
2025 Q1	$159K	Buy	+10,063	New	+$171K	0.11%	152
2023 Q3	–	Sell	-78,899	Closed	-$1.43M	–	136
2023 Q2	$1.43M	Buy	78,899 +11,971	+18%	+$218K	1.21%	23
2023 Q1	$1.23M	Buy	+66,928	New	+$1.29M	1.26%	20

Other funds holding RSBT

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return

IWP

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

WCM

WealthTrak Capital Management Virginia Beach, Virginia $140M AUM 17% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

OPWM

Oregon Pacific Wealth Management Medford, Oregon $95.8M AUM 15.42% 1-Year Est. Return

BlackDiamond Wealth Management's RSBT Position: Q2 2025 in Review

BlackDiamond Wealth Management sold out of Return Stacked Bonds & Managed Futures ETF (RSBT) in Q2 2025, closing a stake of 10,063 shares — an estimated $159K sold.

BlackDiamond Wealth Management first reported a position in RSBT in Q1 2023 and held it in 3 quarters. The position peaked at $1.43M in Q2 2023. 20 funds tracked by Wall St. Rank hold RSBT as of Q2 2025.

BlackDiamond Wealth Management reported no remaining Return Stacked Bonds & Managed Futures ETF position as of Q2 2025 after selling out during the quarter.
BlackDiamond Wealth Management sold 10,063 Return Stacked Bonds & Managed Futures ETF shares in Q2 2025, an estimated $159K.
BlackDiamond Wealth Management first reported a position in Return Stacked Bonds & Managed Futures ETF in Q1 2023 and held it in 3 quarters.
BlackDiamond Wealth Management's Return Stacked Bonds & Managed Futures ETF position peaked at $1.43M in Q2 2023.
20 funds tracked by Wall St. Rank held Return Stacked Bonds & Managed Futures ETF as of Q2 2025.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.