Delap Wealth Advisory’s Return Stacked US Stocks & Managed Futures ETF RSST Stock Holding History

Delap Wealth 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
2024 Q3	–	Sell	-11,414	Closed	-$280K	–	106
2024 Q2	$280K	Buy	+11,414	New	+$270K	0.13%	81

Other funds holding RSST

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CWA

Continuum Wealth Advisors Saratoga Springs, New York $241M AUM 22.88% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

PFA

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

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

Delap Wealth Advisory sold out of Return Stacked US Stocks & Managed Futures ETF (RSST) in Q3 2024, closing a stake of 11,414 shares — an estimated $280K sold.

Delap Wealth Advisory first reported a position in RSST in Q2 2024 and held it in 1 quarter. The position peaked at $280K in Q2 2024. 36 funds tracked by Wall St. Rank hold RSST as of Q3 2024.

Delap Wealth Advisory reported no remaining Return Stacked US Stocks & Managed Futures ETF position as of Q3 2024 after selling out during the quarter.
Delap Wealth Advisory sold 11,414 Return Stacked US Stocks & Managed Futures ETF shares in Q3 2024, an estimated $280K.
Delap Wealth Advisory first reported a position in Return Stacked US Stocks & Managed Futures ETF in Q2 2024 and held it in 1 quarter.
Delap Wealth Advisory's Return Stacked US Stocks & Managed Futures ETF position peaked at $280K in Q2 2024.
36 funds tracked by Wall St. Rank held Return Stacked US Stocks & Managed Futures ETF as of Q3 2024.

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