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RSSB icon

Cohalo Advisory’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History

Cohalo Advisory’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 		$79.6K Sell
2,589
-24
-0.9% -$719 4.82% 8
2026
Q1 		$71.1K Sell
2,613
-102
-4% -$2.91K 5.03% 7
2025
Q4 		$76.4K Sell
2,715
-63
-2% -$1.81K 5.66% 7
2025
Q3 		$78.3K Hold
2,778
– – 6.11% 7
2025
Q2 		$72.8K Buy
+2,778
New +$66.8K 5.57% 7

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
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return

Cohalo Advisory's RSSB Position: Q2 2026 in Review

Cohalo Advisory reduced its Return Stacked Global Stocks & Bonds ETF (RSSB) stake by 0.92% in Q2 2026, selling an estimated $719 and leaving 2,589 shares worth $79.6K. The position accounts for 4.82% of the portfolio, ranked #8.

Cohalo Advisory first reported a position in RSSB in Q2 2025 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold RSSB as of Q2 2026.

  • Cohalo Advisory held 2,589 shares of Return Stacked Global Stocks & Bonds ETF worth $79.6K as of Q2 2026.
  • Cohalo Advisory sold 24 Return Stacked Global Stocks & Bonds ETF shares in Q2 2026, an estimated $719.
  • Return Stacked Global Stocks & Bonds ETF made up 4.82% of Cohalo Advisory's portfolio in Q2 2026, its #8 holding.
  • Cohalo Advisory first reported a position in Return Stacked Global Stocks & Bonds ETF in Q2 2025 and has held it in 5 quarters since.
  • 43 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q2 2026.

Based on Cohalo Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.