Carson Wealth (CWM LLC)’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History

Carson Wealth (CWM LLC)’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	$109M	Buy	3,995,437 +219,707	+6%	+$6.28M	0.29%	73
2025 Q4	$106M	Buy	3,775,730 +222,748	+6%	+$6.4M	0.29%	67
2025 Q3	$100M	Buy	3,552,982 +83,195	+2%	+$2.25M	0.3%	66
2025 Q2	$90.9M	Buy	3,469,787 +42,587	+1%	+$1.02M	0.32%	63
2025 Q1	$80.3M	Buy	3,427,200 +273,888	+9%	+$6.53M	0.32%	65
2024 Q4	$73.3M	Buy	3,153,312 +306,127	+11%	+$7.42M	0.3%	61
2024 Q3	$71.1M	Buy	2,847,185 +759,650	+36%	+$18M	0.31%	60
2024 Q2	$47.4M	Buy	+2,087,535	New	+$45.9M	0.22%	89

Other funds holding RSSB

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

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

Wright Wealth Atlanta, Georgia $149M AUM

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

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

BPW

BLVD Private Wealth Prospect, Kentucky $115M AUM 23.91% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RSSB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Return Stacked Global Stocks & Bonds ETF (RSSB) stake by 5.8% in Q1 2026, buying an estimated $6.28M and bringing the position to 3,995,437 shares worth $109M. The position accounts for 0.29% of the portfolio, ranked #73.

Carson Wealth (CWM LLC) first reported a position in RSSB in Q2 2024 and has held it in 8 quarters since. 44 funds tracked by Wall St. Rank hold RSSB as of Q1 2026.

Carson Wealth (CWM LLC) held 3,995,437 shares of Return Stacked Global Stocks & Bonds ETF worth $109M as of Q1 2026.
Carson Wealth (CWM LLC) bought 219,707 Return Stacked Global Stocks & Bonds ETF shares in Q1 2026, an estimated $6.28M.
Return Stacked Global Stocks & Bonds ETF made up 0.29% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #73 holding.
Carson Wealth (CWM LLC) first reported a position in Return Stacked Global Stocks & Bonds ETF in Q2 2024 and has held it in 8 quarters since.
44 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.