CA
RSSY

Cohalo Advisory’s Return Stacked U.S. Stocks & Futures Yield ETF RSSY Stock Holding History

Cohalo Advisory’s Portfolio RSSY Stock Details RSSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$52.4K Sell
2,356
-92
-4% -$1.91K 3.71% 8
2025
Q4 		$47K Sell
2,448
-57
-2% -$1.15K 3.48% 9
2025
Q3 		$50.4K Hold
2,505
– – 3.93% 9
2025
Q2 		$46.4K Sell
2,505
-16
-0.6% -$274 3.55% 8
2025
Q1 		$44.9K Buy
2,521
+351
+16% +$6.75K 3.31% 7
2024
Q4 		$44K Buy
+2,170
New +$44.1K 3.77% 7

Other funds holding RSSY

KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
MA
McGrath & Associates Asheville, North Carolina $76.8M AUM 22.42% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
WW
Wright Wealth Atlanta, Georgia $149M AUM
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $153M AUM 23.67% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cohalo Advisory's RSSY Position: Q1 2026 in Review

Cohalo Advisory reduced its Return Stacked U.S. Stocks & Futures Yield ETF (RSSY) stake by 3.8% in Q1 2026, selling an estimated $1.91K and leaving 2,356 shares worth $52.4K. The position accounts for 3.71% of the portfolio, ranked #8.

Cohalo Advisory first reported a position in RSSY in Q4 2024 and has held it in 6 quarters since. 13 funds tracked by Wall St. Rank hold RSSY as of Q1 2026.

  • Cohalo Advisory held 2,356 shares of Return Stacked U.S. Stocks & Futures Yield ETF worth $52.4K as of Q1 2026.
  • Cohalo Advisory sold 92 Return Stacked U.S. Stocks & Futures Yield ETF shares in Q1 2026, an estimated $1.91K.
  • Return Stacked U.S. Stocks & Futures Yield ETF made up 3.71% of Cohalo Advisory's portfolio in Q1 2026, its #8 holding.
  • Cohalo Advisory first reported a position in Return Stacked U.S. Stocks & Futures Yield ETF in Q4 2024 and has held it in 6 quarters since.
  • 13 funds tracked by Wall St. Rank held Return Stacked U.S. Stocks & Futures Yield ETF as of Q1 2026.

Based on Cohalo Advisory's 13F filing for Q1 2026, filed 30 Apr 2026.