IWC
RSSX

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
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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Integrated Wealth Concepts's RSSX Position: Q1 2026 in Review

Integrated Wealth Concepts held its Return Stacked U.S. Stocks & Gold/Bitcoin ETF (RSSX) position steady in Q1 2026 at 127,900 shares worth $3M. The position accounts for 0.02% of the portfolio, ranked #606.

Integrated Wealth Concepts first reported a position in RSSX in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.26M in Q4 2025. 11 funds tracked by Wall St. Rank hold RSSX as of Q1 2026.

  • Integrated Wealth Concepts held 127,900 shares of Return Stacked U.S. Stocks & Gold/Bitcoin ETF worth $3M as of Q1 2026.
  • Integrated Wealth Concepts left its Return Stacked U.S. Stocks & Gold/Bitcoin ETF share count unchanged in Q1 2026.
  • Return Stacked U.S. Stocks & Gold/Bitcoin ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #606 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 3 quarters since.
  • Integrated Wealth Concepts's Return Stacked U.S. Stocks & Gold/Bitcoin ETF position peaked at $3.26M in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Return Stacked U.S. Stocks & Gold/Bitcoin ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.