Envestnet Asset Management
RSSB icon

Envestnet Asset Management’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History

Envestnet Asset Management’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
2026
Q2 		$1.07M Buy
34,665
+3,819
+12% +$114K ﹤0.01% 3595
2026
Q1 		$839K Buy
30,846
+7,178
+30% +$205K ﹤0.01% 3576
2025
Q4 		$666K Buy
23,668
+2,550
+12% +$73.3K ﹤0.01% 3510
2025
Q3 		$595K Buy
21,118
+12,374
+142% +$334K ﹤0.01% 3628
2025
Q2 		$229K Buy
+8,744
New +$210K ﹤0.01% 4167

Other funds holding RSSB

WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
WW
Wright Wealth Atlanta, Georgia $167M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return

Envestnet Asset Management's RSSB Position: Q2 2026 in Review

Envestnet Asset Management increased its Return Stacked Global Stocks & Bonds ETF (RSSB) stake by 12% in Q2 2026, buying an estimated $114K and bringing the position to 34,665 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #3595.

Envestnet Asset Management first reported a position in RSSB in Q2 2025 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold RSSB as of Q2 2026.

  • Envestnet Asset Management held 34,665 shares of Return Stacked Global Stocks & Bonds ETF worth $1.07M as of Q2 2026.
  • Envestnet Asset Management bought 3,819 Return Stacked Global Stocks & Bonds ETF shares in Q2 2026, an estimated $114K.
  • Return Stacked Global Stocks & Bonds ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3595 holding.
  • Envestnet Asset Management first reported a position in Return Stacked Global Stocks & Bonds ETF in Q2 2025 and has held it in 5 quarters since.
  • 43 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.