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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
Q2 		$389K Buy
11,900
+4,976
+72% +$160K 0.16% 132
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

CWA
Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TWM
Triton Wealth Management Sun City, Arizona $326M AUM 31.51% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

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

Legacy Wealth Management (Idaho) increased its Return Stacked US Stocks & Managed Futures ETF (RSST) stake by 72% in Q2 2026, buying an estimated $160K and bringing the position to 11,900 shares worth $389K. The position accounts for 0.16% of the portfolio, ranked #132.

Legacy Wealth Management (Idaho) first reported a position in RSST in Q3 2025 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold RSST as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 11,900 shares of Return Stacked US Stocks & Managed Futures ETF worth $389K as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 4,976 Return Stacked US Stocks & Managed Futures ETF shares in Q2 2026, an estimated $160K.
  • Return Stacked US Stocks & Managed Futures ETF made up 0.16% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #132 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 4 quarters since.
  • 64 funds tracked by Wall St. Rank held Return Stacked US Stocks & Managed Futures ETF as of Q2 2026.

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