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M Wealth Management LLC’s Return Stacked US Stocks & Managed Futures ETF RSST Stock Holding History

M Wealth Management LLC’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
2025
Q2 		– Sell
-36,344
Closed -$803K – 49
2025
Q1 		$803K Sell
36,344
-3,400
-9% -$81.2K 0.75% 19
2024
Q4 		$950K Buy
+39,744
New +$952K 0.87% 17

Other funds holding RSST

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
WCM
WealthTrak Capital Management Virginia Beach, Virginia $140M AUM 17% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return

M Wealth Management LLC's RSST Position: Q2 2025 in Review

M Wealth Management LLC sold out of Return Stacked US Stocks & Managed Futures ETF (RSST) in Q2 2025, closing a stake of 36,344 shares — an estimated $803K sold.

M Wealth Management LLC first reported a position in RSST in Q4 2024 and held it in 2 quarters. The position peaked at $950K in Q4 2024. 56 funds tracked by Wall St. Rank hold RSST as of Q2 2025.

  • M Wealth Management LLC reported no remaining Return Stacked US Stocks & Managed Futures ETF position as of Q2 2025 after selling out during the quarter.
  • M Wealth Management LLC sold 36,344 Return Stacked US Stocks & Managed Futures ETF shares in Q2 2025, an estimated $803K.
  • M Wealth Management LLC first reported a position in Return Stacked US Stocks & Managed Futures ETF in Q4 2024 and held it in 2 quarters.
  • M Wealth Management LLC's Return Stacked US Stocks & Managed Futures ETF position peaked at $950K in Q4 2024.
  • 56 funds tracked by Wall St. Rank held Return Stacked US Stocks & Managed Futures ETF as of Q2 2025.

Based on M Wealth Management LLC's 13F filing for Q2 2025, filed 11 Aug 2025.