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
Q2 		$2.94M Buy
127,901
+1
+0% +$26 0.01% 785
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

SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

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

Integrated Wealth Concepts increased its Return Stacked U.S. Stocks & Gold/Bitcoin ETF (RSSX) stake by 0% in Q2 2026, buying an estimated $26 and bringing the position to 127,901 shares worth $2.94M. The position accounts for 0.01% of the portfolio, ranked #785.

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 127,901 shares of Return Stacked U.S. Stocks & Gold/Bitcoin ETF worth $2.94M as of Q2 2026.
  • Integrated Wealth Concepts bought 1 Return Stacked U.S. Stocks & Gold/Bitcoin ETF share in Q2 2026, an estimated $26.
  • Return Stacked U.S. Stocks & Gold/Bitcoin ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #785 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.