Cerity Partners
RSSB icon

Cerity Partners’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History

Cerity Partners’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 		– Sell
-16,947
Closed -$477K – 3377
2025
Q4 		$477K Buy
+16,947
New +$487K ﹤0.01% 2141

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

Cerity Partners's RSSB Position: Q1 2026 in Review

Cerity Partners sold out of Return Stacked Global Stocks & Bonds ETF (RSSB) in Q1 2026, closing a stake of 16,947 shares — an estimated $477K sold.

Cerity Partners first reported a position in RSSB in Q4 2025 and held it in 1 quarter. The position peaked at $477K in Q4 2025. 44 funds tracked by Wall St. Rank hold RSSB as of Q1 2026.

  • Cerity Partners reported no remaining Return Stacked Global Stocks & Bonds ETF position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 16,947 Return Stacked Global Stocks & Bonds ETF shares in Q1 2026, an estimated $477K.
  • Cerity Partners first reported a position in Return Stacked Global Stocks & Bonds ETF in Q4 2025 and held it in 1 quarter.
  • Cerity Partners's Return Stacked Global Stocks & Bonds ETF position peaked at $477K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.