BPW
RSSB icon

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
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

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 $260M AUM 18.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
WW
Wright Wealth Atlanta, Georgia $149M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

BLVD Private Wealth's RSSB Position: Q1 2026 in Review

BLVD Private Wealth reduced its Return Stacked Global Stocks & Bonds ETF (RSSB) stake by 9.9% in Q1 2026, selling an estimated $541K and leaving 173,110 shares worth $4.71M. The position accounts for 4.09% of the portfolio, ranked #6.

BLVD Private Wealth first reported a position in RSSB in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.5M in Q3 2025. 44 funds tracked by Wall St. Rank hold RSSB as of Q1 2026.

  • BLVD Private Wealth held 173,110 shares of Return Stacked Global Stocks & Bonds ETF worth $4.71M as of Q1 2026.
  • BLVD Private Wealth sold 18,940 Return Stacked Global Stocks & Bonds ETF shares in Q1 2026, an estimated $541K.
  • Return Stacked Global Stocks & Bonds ETF made up 4.09% of BLVD Private Wealth's portfolio in Q1 2026, its #6 holding.
  • BLVD Private Wealth first reported a position in Return Stacked Global Stocks & Bonds ETF in Q2 2025 and has held it in 4 quarters since.
  • BLVD Private Wealth's Return Stacked Global Stocks & Bonds ETF position peaked at $5.5M in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q1 2026.

Based on BLVD Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.