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Cumberland Partners’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History

Cumberland Partners’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
2025
Q1 		– Sell
-15,000
Closed -$349K – 190
2024
Q4 		$349K Hold
15,000
– – 0.02% 151
2024
Q3 		$375K Buy
+15,000
New +$355K 0.03% 159

Other funds holding RSSB

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $95.8M AUM 15.42% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Cumberland Partners's RSSB Position: Q1 2025 in Review

Cumberland Partners sold out of Return Stacked Global Stocks & Bonds ETF (RSSB) in Q1 2025, closing a stake of 15,000 shares — an estimated $349K sold.

Cumberland Partners first reported a position in RSSB in Q3 2024 and held it in 2 quarters. The position peaked at $375K in Q3 2024. 23 funds tracked by Wall St. Rank hold RSSB as of Q1 2025.

  • Cumberland Partners reported no remaining Return Stacked Global Stocks & Bonds ETF position as of Q1 2025 after selling out during the quarter.
  • Cumberland Partners sold 15,000 Return Stacked Global Stocks & Bonds ETF shares in Q1 2025, an estimated $349K.
  • Cumberland Partners first reported a position in Return Stacked Global Stocks & Bonds ETF in Q3 2024 and held it in 2 quarters.
  • Cumberland Partners's Return Stacked Global Stocks & Bonds ETF position peaked at $375K in Q3 2024.
  • 23 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q1 2025.

Based on Cumberland Partners's 13F filing for Q1 2025, filed 9 May 2025.