LWMI
RSST icon

Legacy Wealth Management (Idaho)’s Return Stacked US Stocks & Managed Futures ETF RSST Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio RSST Stock Details RSST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$196K Sell
6,924
-30
-0.4% -$888 0.1% 120
2025
Q4 		$197K Buy
6,954
+546
+9% +$15.1K 0.09% 103
2025
Q3 		$170K Buy
+6,408
New +$156K 0.08% 98

Other funds holding RSST

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $241M AUM 22.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TWM
Triton Wealth Management Sun City, Arizona $270M AUM 24.97% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

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

Legacy Wealth Management (Idaho) reduced its Return Stacked US Stocks & Managed Futures ETF (RSST) stake by 0.43% in Q1 2026, selling an estimated $888 and leaving 6,924 shares worth $196K. The position accounts for 0.1% of the portfolio, ranked #120.

Legacy Wealth Management (Idaho) first reported a position in RSST in Q3 2025 and has held it in 3 quarters since. The position peaked at $197K in Q4 2025. 57 funds tracked by Wall St. Rank hold RSST as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 6,924 shares of Return Stacked US Stocks & Managed Futures ETF worth $196K as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 30 Return Stacked US Stocks & Managed Futures ETF shares in Q1 2026, an estimated $888.
  • Return Stacked US Stocks & Managed Futures ETF made up 0.1% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #120 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Return Stacked US Stocks & Managed Futures ETF in Q3 2025 and has held it in 3 quarters since.
  • Legacy Wealth Management (Idaho)'s Return Stacked US Stocks & Managed Futures ETF position peaked at $197K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Return Stacked US Stocks & Managed Futures ETF as of Q1 2026.

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