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BWM Planning’s Return Stacked US Stocks & Managed Futures ETF RSST Stock Holding History

BWM Planning’s Portfolio RSST Stock Details RSST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.38M Buy
225,465
+24,585
+12% +$728K 1.68% 15
2025
Q4 		$5.69M Buy
200,880
+6,676
+3% +$185K 1.52% 19
2025
Q3 		$5.14M Buy
194,204
+7,515
+4% +$183K 1.53% 19
2025
Q2 		$4.35M Buy
186,689
+25,247
+16% +$538K 1.5% 19
2025
Q1 		$3.57M Buy
161,442
+18,176
+13% +$434K 1.51% 22
2024
Q4 		$3.42M Buy
143,266
+19,691
+16% +$471K 1.49% 20
2024
Q3 		$3.03M Buy
+123,575
New +$2.94M 1.34% 23

Other funds holding RSST

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $241M AUM 22.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TWM
Triton Wealth Management Sun City, Arizona $270M AUM 24.97% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

BWM Planning's RSST Position: Q1 2026 in Review

BWM Planning increased its Return Stacked US Stocks & Managed Futures ETF (RSST) stake by 12% in Q1 2026, buying an estimated $728K and bringing the position to 225,465 shares worth $6.38M. The position accounts for 1.68% of the portfolio, ranked #15.

BWM Planning first reported a position in RSST in Q3 2024 and has held it in 7 quarters since. 57 funds tracked by Wall St. Rank hold RSST as of Q1 2026.

  • BWM Planning held 225,465 shares of Return Stacked US Stocks & Managed Futures ETF worth $6.38M as of Q1 2026.
  • BWM Planning bought 24,585 Return Stacked US Stocks & Managed Futures ETF shares in Q1 2026, an estimated $728K.
  • Return Stacked US Stocks & Managed Futures ETF made up 1.68% of BWM Planning's portfolio in Q1 2026, its #15 holding.
  • BWM Planning first reported a position in Return Stacked US Stocks & Managed Futures ETF in Q3 2024 and has held it in 7 quarters since.
  • 57 funds tracked by Wall St. Rank held Return Stacked US Stocks & Managed Futures ETF as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.