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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
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

WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

BLVD Private Wealth's RSSB Position: Q2 2026 in Review

BLVD Private Wealth reduced its Return Stacked Global Stocks & Bonds ETF (RSSB) stake by 3.5% in Q2 2026, selling an estimated $181K and leaving 167,074 shares worth $5.14M. The position accounts for 3.82% of the portfolio, ranked #7.

BLVD Private Wealth first reported a position in RSSB in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.5M in Q3 2025. 43 funds tracked by Wall St. Rank hold RSSB as of Q2 2026.

  • BLVD Private Wealth held 167,074 shares of Return Stacked Global Stocks & Bonds ETF worth $5.14M as of Q2 2026.
  • BLVD Private Wealth sold 6,036 Return Stacked Global Stocks & Bonds ETF shares in Q2 2026, an estimated $181K.
  • Return Stacked Global Stocks & Bonds ETF made up 3.82% of BLVD Private Wealth's portfolio in Q2 2026, its #7 holding.
  • BLVD Private Wealth first reported a position in Return Stacked Global Stocks & Bonds ETF in Q2 2025 and has held it in 5 quarters since.
  • BLVD Private Wealth's Return Stacked Global Stocks & Bonds ETF position peaked at $5.5M in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q2 2026.

Based on BLVD Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.