IWC
RSST icon

Integrated Wealth Concepts’s Return Stacked US Stocks & Managed Futures ETF RSST Stock Holding History

Integrated Wealth Concepts’s Portfolio RSST Stock Details RSST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.43M Sell
227,232
-41,893
-16% -$1.24M 0.05% 350
2025
Q4 		$7.63M Buy
269,125
+45,095
+20% +$1.25M 0.09% 205
2025
Q3 		$5.93M Buy
224,030
+9,651
+5% +$235K 0.05% 332
2025
Q2 		$5M Buy
214,379
+11,872
+6% +$253K 0.05% 331
2025
Q1 		$4.47M Sell
202,507
-38,446
-16% -$919K 0.05% 345
2024
Q4 		$5.76M Buy
240,953
+3,225
+1% +$77.2K 0.07% 266
2024
Q3 		$5.82M Sell
237,728
-6,754
-3% -$161K 0.07% 252
2024
Q2 		$5.99M Buy
244,482
+86,629
+55% +$2.05M 0.08% 231
2024
Q1 		$3.69M Buy
157,853
+19,264
+14% +$409K 0.05% 332
2023
Q4 		$2.8M Buy
+138,589
New +$2.72M 0.05% 366

Other funds holding RSST

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.44B AUM 41.01% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $241M AUM 22.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TWM
Triton Wealth Management Sun City, Arizona $270M AUM 24.97% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return