LWMI
RSBA

Legacy Wealth Management (Idaho)’s Return Stacked Bonds & Merger Arbitrage ETF RSBA Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio RSBA Stock Details RSBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.3M Buy
62,532
+5,830
+10% +$122K 0.65% 38
2025
Q4 		$1.18M Buy
56,702
+992
+2% +$21.3K 0.57% 37
2025
Q3 		$1.19M Buy
+55,710
New +$1.18M 0.54% 45

Other funds holding RSBA

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s RSBA Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Return Stacked Bonds & Merger Arbitrage ETF (RSBA) stake by 10% in Q1 2026, buying an estimated $122K and bringing the position to 62,532 shares worth $1.3M. The position accounts for 0.65% of the portfolio, ranked #38.

Legacy Wealth Management (Idaho) first reported a position in RSBA in Q3 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold RSBA as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 62,532 shares of Return Stacked Bonds & Merger Arbitrage ETF worth $1.3M as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 5,830 Return Stacked Bonds & Merger Arbitrage ETF shares in Q1 2026, an estimated $122K.
  • Return Stacked Bonds & Merger Arbitrage ETF made up 0.65% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #38 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Return Stacked Bonds & Merger Arbitrage ETF in Q3 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Return Stacked Bonds & Merger Arbitrage ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.