CA
RSMC

Clearstead Advisors’s Rockefeller U.S. Small-Mid Cap ETF RSMC Stock Holding History

Clearstead Advisors’s Portfolio RSMC Stock Details RSMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$282K Hold
10,870
– – ﹤0.01% 783
2025
Q1 		$256K Hold
10,870
– – ﹤0.01% 750
2024
Q4 		$277K Buy
+10,870
New +$277K ﹤0.01% 751