EWA
RSSB icon

EverSource Wealth Advisors’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History

EverSource Wealth Advisors’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
Q3 		– Sell
-84
Closed -$2.2K – 4450
2025
Q2 		$2.2K Hold
84
– – ﹤0.01% 3483
2025
Q1 		$1.97K Buy
+84
New +$2K ﹤0.01% 2937

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
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $115M AUM 23.91% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $95.8M AUM 15.42% 1-Year Est. Return

EverSource Wealth Advisors's RSSB Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Return Stacked Global Stocks & Bonds ETF (RSSB) in Q3 2025, closing a stake of 84 shares — an estimated $2.2K sold.

EverSource Wealth Advisors first reported a position in RSSB in Q1 2025 and held it in 2 quarters. The position peaked at $2.2K in Q2 2025. 27 funds tracked by Wall St. Rank hold RSSB as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining Return Stacked Global Stocks & Bonds ETF position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 84 Return Stacked Global Stocks & Bonds ETF shares in Q3 2025, an estimated $2.2K.
  • EverSource Wealth Advisors first reported a position in Return Stacked Global Stocks & Bonds ETF in Q1 2025 and held it in 2 quarters.
  • EverSource Wealth Advisors's Return Stacked Global Stocks & Bonds ETF position peaked at $2.2K in Q2 2025.
  • 27 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.