Janiczek Wealth Management’s Return Stacked Bonds & Managed Futures ETF RSBT Stock Holding History

Janiczek Wealth Management’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
2024 Q2	$1.32K	Hold	72	–	–	﹤0.01%	895
2024 Q1	$1.31K	Buy	72 +2	+3%	+$34	﹤0.01%	909
2023 Q4	$1.21K	Sell	70 -3	-4%	-$52	﹤0.01%	908
2023 Q3	$1.31K	Buy	73 +4	+6%	+$72	﹤0.01%	884
2023 Q2	$1.28K	Buy	69 +6	+10%	+$109	﹤0.01%	820
2023 Q1	$1.16K	Buy	+63	New	+$1.21K	﹤0.01%	832

Other funds holding RSBT

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

IWP

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

DWA

Delap Wealth Advisory Lake Oswego, Oregon $266M AUM 21% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return

Janiczek Wealth Management's RSBT Position: Q2 2024 in Review

Janiczek Wealth Management held its Return Stacked Bonds & Managed Futures ETF (RSBT) position steady in Q2 2024 at 72 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Janiczek Wealth Management first reported a position in RSBT in Q1 2023 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold RSBT as of Q2 2024.

Janiczek Wealth Management held 72 shares of Return Stacked Bonds & Managed Futures ETF worth $1.32K as of Q2 2024.
Janiczek Wealth Management left its Return Stacked Bonds & Managed Futures ETF share count unchanged in Q2 2024.
Return Stacked Bonds & Managed Futures ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #895 holding.
Janiczek Wealth Management first reported a position in Return Stacked Bonds & Managed Futures ETF in Q1 2023 and has held it in 6 quarters since.
11 funds tracked by Wall St. Rank held Return Stacked Bonds & Managed Futures ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.