Marex Group’s Return Stacked Bonds & Merger Arbitrage ETF RSBA Stock Holding History

Marex Group’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	$8.42M	Hold	399,787	–	–	0.04%	195
2026 Q1	$8.3M	Buy	399,787 +88,000	+28%	+$1.84M	0.05%	172
2025 Q4	$6.5M	Buy	311,787 +161,787	+108%	+$3.48M	0.04%	193
2025 Q3	$3.2M	Buy	+150,000	New	+$3.17M	0.02%	221
2025 Q2	–	Sell	-150,000	Closed	-$3.09M	–	974
2025 Q1	$3.09M	Hold	150,000	–	–	0.06%	138
2024 Q4	$3M	Buy	+150,000	New	+$3M	0.05%	126

Other funds holding RSBA

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

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 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

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Marex Group's RSBA Position: Q2 2026 in Review

Marex Group held its Return Stacked Bonds & Merger Arbitrage ETF (RSBA) position steady in Q2 2026 at 399,787 shares worth $8.42M. The position accounts for 0.04% of the portfolio, ranked #195.

Marex Group first reported a position in RSBA in Q4 2024 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold RSBA as of Q2 2026.

Marex Group held 399,787 shares of Return Stacked Bonds & Merger Arbitrage ETF worth $8.42M as of Q2 2026.
Marex Group left its Return Stacked Bonds & Merger Arbitrage ETF share count unchanged in Q2 2026.
Return Stacked Bonds & Merger Arbitrage ETF made up 0.04% of Marex Group's portfolio in Q2 2026, its #195 holding.
Marex Group first reported a position in Return Stacked Bonds & Merger Arbitrage ETF in Q4 2024 and has held it in 6 quarters since.
15 funds tracked by Wall St. Rank held Return Stacked Bonds & Merger Arbitrage ETF as of Q2 2026.

Based on Marex Group's 13F filing for Q2 2026, filed 14 Aug 2026.