Cohalo Advisory’s Return Stacked US Stocks & Managed Futures ETF RSST Stock Holding History

Cohalo Advisory’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 Q3	$111K	Hold	3,131	–	–	6.09%	7
2026 Q2	$102K	Sell	3,131 -28	-0.9%	-$901	6.19%	7
2026 Q1	$89.4K	Sell	3,159 -123	-4%	-$3.64K	6.32%	6
2025 Q4	$93.1K	Sell	3,282 -77	-2%	-$2.14K	6.9%	6
2025 Q3	$88.9K	Hold	3,359	–	–	6.93%	6
2025 Q2	$78.3K	Sell	3,359 -23	-0.7%	-$490	5.99%	6
2025 Q1	$74.7K	Buy	3,382 +342	+11%	+$8.17K	5.51%	6
2024 Q4	$72.7K	Buy	+3,040	New	+$72.8K	6.22%	5

Other funds holding RSST

Continuum Wealth Advisors Saratoga Springs, New York $307M AUM 19.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Triton Wealth Management Sun City, Arizona $336M AUM 21.83% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $256M AUM 17.55% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Wright Wealth Atlanta, Georgia $174M AUM 16.27% 1-Year Est. Return

McGrath & Associates Asheville, North Carolina $89.8M AUM 14.62% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Cohalo Advisory's RSST Position: Q3 2026 in Review

Cohalo Advisory held its Return Stacked US Stocks & Managed Futures ETF (RSST) position steady in Q3 2026 at 3,131 shares worth $111K. The position accounts for 6.09% of the portfolio, ranked #7.

Cohalo Advisory first reported a position in RSST in Q4 2024 and has held it in 8 quarters since. 40 funds tracked by Wall St. Rank hold RSST as of Q3 2026.

Cohalo Advisory held 3,131 shares of Return Stacked US Stocks & Managed Futures ETF worth $111K as of Q3 2026.
Cohalo Advisory left its Return Stacked US Stocks & Managed Futures ETF share count unchanged in Q3 2026.
Return Stacked US Stocks & Managed Futures ETF made up 6.09% of Cohalo Advisory's portfolio in Q3 2026, its #7 holding.
Cohalo Advisory first reported a position in Return Stacked US Stocks & Managed Futures ETF in Q4 2024 and has held it in 8 quarters since.
40 funds tracked by Wall St. Rank held Return Stacked US Stocks & Managed Futures ETF as of Q3 2026.

Based on Cohalo Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.