DWA
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Delap Wealth Advisory’s Return Stacked Bonds & Managed Futures ETF RSBT Stock Holding History

Delap Wealth Advisory’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
2024
Q3 		– Sell
-14,846
Closed -$272K – 105
2024
Q2 		$272K Buy
+14,846
New +$270K 0.13% 83

Other funds holding RSBT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return

Delap Wealth Advisory's RSBT Position: Q3 2024 in Review

Delap Wealth Advisory sold out of Return Stacked Bonds & Managed Futures ETF (RSBT) in Q3 2024, closing a stake of 14,846 shares — an estimated $272K sold.

Delap Wealth Advisory first reported a position in RSBT in Q2 2024 and held it in 1 quarter. The position peaked at $272K in Q2 2024. 8 funds tracked by Wall St. Rank hold RSBT as of Q3 2024.

  • Delap Wealth Advisory reported no remaining Return Stacked Bonds & Managed Futures ETF position as of Q3 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 14,846 Return Stacked Bonds & Managed Futures ETF shares in Q3 2024, an estimated $272K.
  • Delap Wealth Advisory first reported a position in Return Stacked Bonds & Managed Futures ETF in Q2 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Return Stacked Bonds & Managed Futures ETF position peaked at $272K in Q2 2024.
  • 8 funds tracked by Wall St. Rank held Return Stacked Bonds & Managed Futures ETF as of Q3 2024.

Based on Delap Wealth Advisory's 13F filing for Q3 2024, filed 12 Nov 2024.