Mather Group’s Return Stacked U.S. Stocks & Gold/Bitcoin ETF RSSX Stock Holding History

Mather Group’s Portfolio RSSX Stock Details RSSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$535K	Buy	+22,844	New	+$601K	0.01%	470

Other funds holding RSSX

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

IWP

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

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WAP

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Mather Group's RSSX Position: Q1 2026 in Review

Mather Group opened a new position in Return Stacked U.S. Stocks & Gold/Bitcoin ETF (RSSX) in Q1 2026: 22,844 shares worth $535K. The stake represents 0.01% of the portfolio and ranks #470 among its holdings.

11 funds tracked by Wall St. Rank hold RSSX as of Q1 2026.

Mather Group held 22,844 shares of Return Stacked U.S. Stocks & Gold/Bitcoin ETF worth $535K as of Q1 2026.
Return Stacked U.S. Stocks & Gold/Bitcoin ETF was a new Mather Group position in Q1 2026.
Return Stacked U.S. Stocks & Gold/Bitcoin ETF made up 0.01% of Mather Group's portfolio in Q1 2026, its #470 holding.
11 funds tracked by Wall St. Rank held Return Stacked U.S. Stocks & Gold/Bitcoin ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.