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Fermata Advisors’s Return Stacked Bonds & Managed Futures ETF RSBT Stock Holding History

Fermata Advisors’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
2026
Q2 		$1.73M Buy
90,821
+46,221
+104% +$889K 0.35% 77
2026
Q1 		$841K Buy
44,600
+8,647
+24% +$164K 0.19% 106
2025
Q4 		$644K Buy
35,953
+19,075
+113% +$345K 0.15% 119
2025
Q3 		$294K Buy
+16,878
New +$278K 0.07% 168

Other funds holding RSBT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Fermata Advisors's RSBT Position: Q2 2026 in Review

Fermata Advisors increased its Return Stacked Bonds & Managed Futures ETF (RSBT) stake by 104% in Q2 2026, buying an estimated $889K and bringing the position to 90,821 shares worth $1.73M. The position accounts for 0.35% of the portfolio, ranked #77.

Fermata Advisors first reported a position in RSBT in Q3 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold RSBT as of Q2 2026.

  • Fermata Advisors held 90,821 shares of Return Stacked Bonds & Managed Futures ETF worth $1.73M as of Q2 2026.
  • Fermata Advisors bought 46,221 Return Stacked Bonds & Managed Futures ETF shares in Q2 2026, an estimated $889K.
  • Return Stacked Bonds & Managed Futures ETF made up 0.35% of Fermata Advisors's portfolio in Q2 2026, its #77 holding.
  • Fermata Advisors first reported a position in Return Stacked Bonds & Managed Futures ETF in Q3 2025 and has held it in 4 quarters since.
  • 7 funds tracked by Wall St. Rank held Return Stacked Bonds & Managed Futures ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.