Commonwealth Equity Services’s Return Stacked Bonds & Managed Futures ETF RSBT Stock Holding History

Commonwealth Equity Services’s Portfolio RSBT Stock Details RSBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5M	Buy	262,392 +205,852	+364%	+$3.96M	0.01%	1394
2026 Q1	$1.07M	Buy	56,540 +42,289	+297%	+$802K	﹤0.01%	2563
2025 Q4	$255K	Buy	14,251 +3,417	+32%	+$61.9K	﹤0.01%	3786
2025 Q3	$189K	Sell	10,834 -680	-6%	-$11.2K	﹤0.01%	3966
2025 Q2	$187K	Sell	11,514 -2,862	-20%	-$45.5K	﹤0.01%	3939
2025 Q1	$244K	Buy	+14,376	New	+$245K	﹤0.01%	3671

Other funds holding RSBT

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IWP

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return

Trailhead Planners Edina, Minnesota $103M AUM

Wright Wealth Atlanta, Georgia $167M AUM

WCM

WealthTrak Capital Management Virginia Beach, Virginia $152M AUM 20.33% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Commonwealth Equity Services's RSBT Position: Q2 2026 in Review

Commonwealth Equity Services increased its Return Stacked Bonds & Managed Futures ETF (RSBT) stake by 364% in Q2 2026, buying an estimated $3.96M and bringing the position to 262,392 shares worth $5M. The position accounts for 0.01% of the portfolio, ranked #1394.

Commonwealth Equity Services first reported a position in RSBT in Q1 2025 and has held it in 6 quarters since. 14 funds tracked by Wall St. Rank hold RSBT as of Q2 2026.

Commonwealth Equity Services held 262,392 shares of Return Stacked Bonds & Managed Futures ETF worth $5M as of Q2 2026.
Commonwealth Equity Services bought 205,852 Return Stacked Bonds & Managed Futures ETF shares in Q2 2026, an estimated $3.96M.
Return Stacked Bonds & Managed Futures ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1394 holding.
Commonwealth Equity Services first reported a position in Return Stacked Bonds & Managed Futures ETF in Q1 2025 and has held it in 6 quarters since.
14 funds tracked by Wall St. Rank held Return Stacked Bonds & Managed Futures ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.