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

IFP 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
2024
Q4 		– Sell
-794
Closed -$19.8K – 4656
2024
Q3 		$19.8K Buy
+794
New +$18.8K ﹤0.01% 2155

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
OPWM
Oregon Pacific Wealth Management Medford, Oregon $95.8M AUM 15.42% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

IFP Advisors's RSSB Position: Q4 2024 in Review

IFP Advisors sold out of Return Stacked Global Stocks & Bonds ETF (RSSB) in Q4 2024, closing a stake of 794 shares — an estimated $19.8K sold.

IFP Advisors first reported a position in RSSB in Q3 2024 and held it in 1 quarter. The position peaked at $19.8K in Q3 2024. 19 funds tracked by Wall St. Rank hold RSSB as of Q4 2024.

  • IFP Advisors reported no remaining Return Stacked Global Stocks & Bonds ETF position as of Q4 2024 after selling out during the quarter.
  • IFP Advisors sold 794 Return Stacked Global Stocks & Bonds ETF shares in Q4 2024, an estimated $19.8K.
  • IFP Advisors first reported a position in Return Stacked Global Stocks & Bonds ETF in Q3 2024 and held it in 1 quarter.
  • IFP Advisors's Return Stacked Global Stocks & Bonds ETF position peaked at $19.8K in Q3 2024.
  • 19 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q4 2024.

Based on IFP Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.