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Mather Group’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History

Mather Group’s Portfolio RSSB Stock Details RSSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.02M Buy
195,562
+136,927
+234% +$4.1M 0.05% 141
2026
Q1 		$1.6M Buy
+58,635
New +$1.68M 0.02% 261

Other funds holding RSSB

WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
WW
Wright Wealth Atlanta, Georgia $167M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Mather Group's RSSB Position: Q2 2026 in Review

Mather Group increased its Return Stacked Global Stocks & Bonds ETF (RSSB) stake by 234% in Q2 2026, buying an estimated $4.1M and bringing the position to 195,562 shares worth $6.02M. The position accounts for 0.05% of the portfolio, ranked #141.

Mather Group first reported a position in RSSB in Q1 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold RSSB as of Q2 2026.

  • Mather Group held 195,562 shares of Return Stacked Global Stocks & Bonds ETF worth $6.02M as of Q2 2026.
  • Mather Group bought 136,927 Return Stacked Global Stocks & Bonds ETF shares in Q2 2026, an estimated $4.1M.
  • Return Stacked Global Stocks & Bonds ETF made up 0.05% of Mather Group's portfolio in Q2 2026, its #141 holding.
  • Mather Group first reported a position in Return Stacked Global Stocks & Bonds ETF in Q1 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.