MG
RSSX

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
Q2 		$346K Sell
15,060
-7,784
-34% -$201K ﹤0.01% 630
2026
Q1 		$535K Buy
+22,844
New +$601K 0.01% 470

Other funds holding RSSX

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Mather Group's RSSX Position: Q2 2026 in Review

Mather Group reduced its Return Stacked U.S. Stocks & Gold/Bitcoin ETF (RSSX) stake by 34% in Q2 2026, selling an estimated $201K and leaving 15,060 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Mather Group first reported a position in RSSX in Q1 2026 and has held it in 2 quarters since. The position peaked at $535K in Q1 2026. 13 funds tracked by Wall St. Rank hold RSSX as of Q2 2026.

  • Mather Group held 15,060 shares of Return Stacked U.S. Stocks & Gold/Bitcoin ETF worth $346K as of Q2 2026.
  • Mather Group sold 7,784 Return Stacked U.S. Stocks & Gold/Bitcoin ETF shares in Q2 2026, an estimated $201K.
  • Return Stacked U.S. Stocks & Gold/Bitcoin ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #630 holding.
  • Mather Group first reported a position in Return Stacked U.S. Stocks & Gold/Bitcoin ETF in Q1 2026 and has held it in 2 quarters since.
  • Mather Group's Return Stacked U.S. Stocks & Gold/Bitcoin ETF position peaked at $535K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Return Stacked U.S. Stocks & Gold/Bitcoin ETF as of Q2 2026.

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