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

Fermata 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
2026
Q2 		$4.94M Buy
160,634
+24,000
+18% +$719K 1% 33
2026
Q1 		$3.72M Buy
136,634
+68,927
+102% +$1.97M 0.84% 40
2025
Q4 		$1.9M Buy
67,707
+19,243
+40% +$553K 0.46% 65
2025
Q3 		$1.37M Buy
48,464
+8,909
+23% +$240K 0.35% 71
2025
Q2 		$1.04M Buy
39,555
+14,173
+56% +$341K 0.28% 87
2025
Q1 		$595K Buy
25,382
+16,479
+185% +$393K 0.11% 138
2024
Q4 		$207K Buy
+8,903
New +$216K 0.04% 253

Other funds holding RSSB

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
SWM
Sherman Wealth Management Gaithersburg, Maryland $133M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Fermata Advisors's RSSB Position: Q2 2026 in Review

Fermata Advisors increased its Return Stacked Global Stocks & Bonds ETF (RSSB) stake by 18% in Q2 2026, buying an estimated $719K and bringing the position to 160,634 shares worth $4.94M. The position accounts for 1% of the portfolio, ranked #33.

Fermata Advisors first reported a position in RSSB in Q4 2024 and has held it in 7 quarters since. 12 funds tracked by Wall St. Rank hold RSSB as of Q2 2026.

  • Fermata Advisors held 160,634 shares of Return Stacked Global Stocks & Bonds ETF worth $4.94M as of Q2 2026.
  • Fermata Advisors bought 24,000 Return Stacked Global Stocks & Bonds ETF shares in Q2 2026, an estimated $719K.
  • Return Stacked Global Stocks & Bonds ETF made up 1% of Fermata Advisors's portfolio in Q2 2026, its #33 holding.
  • Fermata Advisors first reported a position in Return Stacked Global Stocks & Bonds ETF in Q4 2024 and has held it in 7 quarters since.
  • 12 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q2 2026.

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