IWC
RSBT icon

Integrated Wealth Concepts’s Return Stacked Bonds & Managed Futures ETF RSBT Stock Holding History

Integrated Wealth Concepts’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
Q1 		$7.13M Sell
378,380
-40,235
-10% -$763K 0.06% 317
2025
Q4 		$7.5M Buy
418,615
+108,707
+35% +$1.97M 0.09% 212
2025
Q3 		$5.4M Buy
309,908
+35,186
+13% +$580K 0.05% 350
2025
Q2 		$4.45M Buy
274,722
+3,827
+1% +$60.8K 0.04% 366
2025
Q1 		$4.59M Sell
270,895
-66,755
-20% -$1.14M 0.05% 336
2024
Q4 		$5.66M Buy
337,650
+24,174
+8% +$410K 0.07% 272
2024
Q3 		$5.7M Buy
313,476
+9,269
+3% +$167K 0.07% 260
2024
Q2 		$5.57M Buy
304,207
+73,270
+32% +$1.33M 0.08% 244
2024
Q1 		$4.19M Buy
230,937
+18,047
+8% +$310K 0.06% 299
2023
Q4 		$3.67M Buy
+212,890
New +$3.72M 0.06% 300

Other funds holding RSBT

WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $210M AUM 20.92% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
WW
Wright Wealth Atlanta, Georgia $149M AUM
TP
Trailhead Planners Edina, Minnesota $104M AUM
WCM
WealthTrak Capital Management Virginia Beach, Virginia $140M AUM 17% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return