Integrated Wealth Concepts
RSSX icon

Integrated Wealth Concepts’s Return Stacked U.S. Stocks & Gold/Bitcoin ETF RSSX Stock Holding History

Integrated Wealth Concepts’s Portfolio RSSX Stock Details RSSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.94M Hold
127,900
– – 0.02% 698
2026
Q1 		$3M Hold
127,900
– – 0.02% 606
2025
Q4 		$3.26M Buy
127,900
+41,686
+48% +$1.08M 0.04% 406
2025
Q3 		$2.19M Buy
+86,214
New +$1.95M 0.02% 643

Other funds holding RSSX

SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Innova Wealth Partners
Innova Wealth Partners Newtown, Pennsylvania $256M AUM 17.55% 1-Year Est. Return
CLG LLC
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Worth Asset Management
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Integrated Wealth Concepts's RSSX Position: Q2 2026 in Review

Integrated Wealth Concepts held its Return Stacked U.S. Stocks & Gold/Bitcoin ETF (RSSX) position steady in Q2 2026 at 127,900 shares worth $2.94M. The position accounts for 0.02% of the portfolio, ranked #698.

Integrated Wealth Concepts first reported a position in RSSX in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.26M in Q4 2025. 13 funds tracked by Wall St. Rank hold RSSX as of Q2 2026.

  • Integrated Wealth Concepts held 127,900 shares of Return Stacked U.S. Stocks & Gold/Bitcoin ETF worth $2.94M as of Q2 2026.
  • Integrated Wealth Concepts left its Return Stacked U.S. Stocks & Gold/Bitcoin ETF share count unchanged in Q2 2026.
  • Return Stacked U.S. Stocks & Gold/Bitcoin ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #698 holding.
  • Integrated Wealth Concepts first reported a position in Return Stacked U.S. Stocks & Gold/Bitcoin ETF in Q3 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's Return Stacked U.S. Stocks & Gold/Bitcoin ETF position peaked at $3.26M in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Return Stacked U.S. Stocks & Gold/Bitcoin ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.