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
Q2 		$1.03M Sell
49,064
-13,468
-22% -$281K 0.43% 67
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

MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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 $3.97B AUM 32.34% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s RSBA Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) reduced its Return Stacked Bonds & Merger Arbitrage ETF (RSBA) stake by 22% in Q2 2026, selling an estimated $281K and leaving 49,064 shares worth $1.03M. The position accounts for 0.43% of the portfolio, ranked #67.

Legacy Wealth Management (Idaho) first reported a position in RSBA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.3M in Q1 2026. 15 funds tracked by Wall St. Rank hold RSBA as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 49,064 shares of Return Stacked Bonds & Merger Arbitrage ETF worth $1.03M as of Q2 2026.
  • Legacy Wealth Management (Idaho) sold 13,468 Return Stacked Bonds & Merger Arbitrage ETF shares in Q2 2026, an estimated $281K.
  • Return Stacked Bonds & Merger Arbitrage ETF made up 0.43% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #67 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Return Stacked Bonds & Merger Arbitrage ETF in Q3 2025 and has held it in 4 quarters since.
  • Legacy Wealth Management (Idaho)'s Return Stacked Bonds & Merger Arbitrage ETF position peaked at $1.3M in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Return Stacked Bonds & Merger Arbitrage ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.