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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
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

CWA
Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
WCM
WealthTrak Capital Management Virginia Beach, Virginia $152M AUM 20.33% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
WW
Wright Wealth Atlanta, Georgia $167M AUM

Cohalo Advisory's RSST Position: Q2 2026 in Review

Cohalo Advisory reduced its Return Stacked US Stocks & Managed Futures ETF (RSST) stake by 0.89% in Q2 2026, selling an estimated $901 and leaving 3,131 shares worth $102K. The position accounts for 6.19% of the portfolio, ranked #7.

Cohalo Advisory first reported a position in RSST in Q4 2024 and has held it in 7 quarters since. 37 funds tracked by Wall St. Rank hold RSST as of Q2 2026.

  • Cohalo Advisory held 3,131 shares of Return Stacked US Stocks & Managed Futures ETF worth $102K as of Q2 2026.
  • Cohalo Advisory sold 28 Return Stacked US Stocks & Managed Futures ETF shares in Q2 2026, an estimated $901.
  • Return Stacked US Stocks & Managed Futures ETF made up 6.19% of Cohalo Advisory's portfolio in Q2 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 7 quarters since.
  • 37 funds tracked by Wall St. Rank held Return Stacked US Stocks & Managed Futures ETF as of Q2 2026.

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