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 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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 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 $3.6B AUM 24.57% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 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

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

IWP

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

Marex Group's RSBA Position: Q1 2026 in Review

Marex Group increased its Return Stacked Bonds & Merger Arbitrage ETF (RSBA) stake by 28% in Q1 2026, buying an estimated $1.84M and bringing the position to 399,787 shares worth $8.3M. The position accounts for 0.05% of the portfolio, ranked #172.

Marex Group first reported a position in RSBA in Q4 2024 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold RSBA as of Q1 2026.

Marex Group held 399,787 shares of Return Stacked Bonds & Merger Arbitrage ETF worth $8.3M as of Q1 2026.
Marex Group bought 88,000 Return Stacked Bonds & Merger Arbitrage ETF shares in Q1 2026, an estimated $1.84M.
Return Stacked Bonds & Merger Arbitrage ETF made up 0.05% of Marex Group's portfolio in Q1 2026, its #172 holding.
Marex Group first reported a position in Return Stacked Bonds & Merger Arbitrage ETF in Q4 2024 and has held it in 5 quarters since.
17 funds tracked by Wall St. Rank held Return Stacked Bonds & Merger Arbitrage ETF as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.