BLVD Private Wealth’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History

BLVD Private Wealth’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 Q3	$892K	Sell	30,050 -137,024	-82%	-$4.2M	0.66%	36
2026 Q2	$5.14M	Sell	167,074 -6,036	-3%	-$181K	3.82%	7
2026 Q1	$4.71M	Sell	173,110 -18,940	-10%	-$541K	4.09%	6
2025 Q4	$5.4M	Sell	192,050 -3,199	-2%	-$91.9K	4.7%	4
2025 Q3	$5.5M	Buy	195,249 +2,586	+1%	+$69.8K	4.72%	3
2025 Q2	$5.05M	Buy	+192,663	New	+$4.63M	4.76%	3

Other funds holding RSSB

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

SWM

Sherman Wealth Management Gaithersburg, Maryland $141M AUM 16.41% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

BLVD Private Wealth's RSSB Position: Q3 2026 in Review

BLVD Private Wealth reduced its Return Stacked Global Stocks & Bonds ETF (RSSB) stake by 82% in Q3 2026, selling an estimated $4.2M and leaving 30,050 shares worth $892K. The position accounts for 0.66% of the portfolio, ranked #36.

BLVD Private Wealth first reported a position in RSSB in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.5M in Q3 2025. 13 funds tracked by Wall St. Rank hold RSSB as of Q3 2026.

BLVD Private Wealth held 30,050 shares of Return Stacked Global Stocks & Bonds ETF worth $892K as of Q3 2026.
BLVD Private Wealth sold 137,024 Return Stacked Global Stocks & Bonds ETF shares in Q3 2026, an estimated $4.2M.
Return Stacked Global Stocks & Bonds ETF made up 0.66% of BLVD Private Wealth's portfolio in Q3 2026, its #36 holding.
BLVD Private Wealth first reported a position in Return Stacked Global Stocks & Bonds ETF in Q2 2025 and has held it in 6 quarters since.
BLVD Private Wealth's Return Stacked Global Stocks & Bonds ETF position peaked at $5.5M in Q3 2025.
13 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q3 2026.

Based on BLVD Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.