Mercer Global Advisors
RSSB icon

Mercer Global Advisors’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History

Mercer Global Advisors’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
2025
Q3 		– Sell
-61,887
Closed -$1.62M – 2727
2025
Q2 		$1.62M Sell
61,887
-150,473
-71% -$3.62M ﹤0.01% 976
2025
Q1 		$4.98M Buy
+212,360
New +$5.06M 0.01% 539

Other funds holding RSSB

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $115M AUM 23.91% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $95.8M AUM 15.42% 1-Year Est. Return

Mercer Global Advisors's RSSB Position: Q3 2025 in Review

Mercer Global Advisors sold out of Return Stacked Global Stocks & Bonds ETF (RSSB) in Q3 2025, closing a stake of 61,887 shares — an estimated $1.62M sold.

Mercer Global Advisors first reported a position in RSSB in Q1 2025 and held it in 2 quarters. The position peaked at $4.98M in Q1 2025. 27 funds tracked by Wall St. Rank hold RSSB as of Q3 2025.

  • Mercer Global Advisors reported no remaining Return Stacked Global Stocks & Bonds ETF position as of Q3 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 61,887 Return Stacked Global Stocks & Bonds ETF shares in Q3 2025, an estimated $1.62M.
  • Mercer Global Advisors first reported a position in Return Stacked Global Stocks & Bonds ETF in Q1 2025 and held it in 2 quarters.
  • Mercer Global Advisors's Return Stacked Global Stocks & Bonds ETF position peaked at $4.98M in Q1 2025.
  • 27 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q3 2025.

Based on Mercer Global Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.