FWM
RSSB icon

Foguth Wealth Management’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History

Foguth Wealth 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
Q1 		– Sell
-8,458
Closed -$239K – 219
2025
Q4 		$239K Buy
+8,458
New +$243K 0.04% 152

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WI
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IWC
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WW
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Commonwealth Equity Services
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PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 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

Foguth Wealth Management's RSSB Position: Q1 2026 in Review

Foguth Wealth Management sold out of Return Stacked Global Stocks & Bonds ETF (RSSB) in Q1 2026, closing a stake of 8,458 shares — an estimated $239K sold.

Foguth Wealth Management first reported a position in RSSB in Q4 2025 and held it in 1 quarter. The position peaked at $239K in Q4 2025. 44 funds tracked by Wall St. Rank hold RSSB as of Q1 2026.

  • Foguth Wealth Management reported no remaining Return Stacked Global Stocks & Bonds ETF position as of Q1 2026 after selling out during the quarter.
  • Foguth Wealth Management sold 8,458 Return Stacked Global Stocks & Bonds ETF shares in Q1 2026, an estimated $239K.
  • Foguth Wealth Management first reported a position in Return Stacked Global Stocks & Bonds ETF in Q4 2025 and held it in 1 quarter.
  • Foguth Wealth Management's Return Stacked Global Stocks & Bonds ETF position peaked at $239K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q1 2026.

Based on Foguth Wealth Management's 13F filing for Q1 2026, filed 1 Jun 2026.