DWM
RSBT icon

Drive Wealth Management’s Return Stacked Bonds & Managed Futures ETF RSBT Stock Holding History

Drive Wealth Management’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
2025
Q2 		– Sell
-11,764
Closed -$199K – 367
2025
Q1 		$199K Buy
+11,764
New +$200K 0.05% 304

Other funds holding RSBT

WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
WCM
WealthTrak Capital Management Virginia Beach, Virginia $140M AUM 17% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return

Drive Wealth Management's RSBT Position: Q2 2025 in Review

Drive Wealth Management sold out of Return Stacked Bonds & Managed Futures ETF (RSBT) in Q2 2025, closing a stake of 11,764 shares — an estimated $199K sold.

Drive Wealth Management first reported a position in RSBT in Q1 2025 and held it in 1 quarter. The position peaked at $199K in Q1 2025. 20 funds tracked by Wall St. Rank hold RSBT as of Q2 2025.

  • Drive Wealth Management reported no remaining Return Stacked Bonds & Managed Futures ETF position as of Q2 2025 after selling out during the quarter.
  • Drive Wealth Management sold 11,764 Return Stacked Bonds & Managed Futures ETF shares in Q2 2025, an estimated $199K.
  • Drive Wealth Management first reported a position in Return Stacked Bonds & Managed Futures ETF in Q1 2025 and held it in 1 quarter.
  • Drive Wealth Management's Return Stacked Bonds & Managed Futures ETF position peaked at $199K in Q1 2025.
  • 20 funds tracked by Wall St. Rank held Return Stacked Bonds & Managed Futures ETF as of Q2 2025.

Based on Drive Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.