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Moors & Cabot’s Return Stacked Bonds & Managed Futures ETF RSBT Stock Holding History

Moors & Cabot’s Portfolio RSBT Stock Details RSBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-19,100
Closed -$329K – 957
2023
Q4 		$329K Buy
19,100
+8,900
+87% +$156K 0.02% 602
2023
Q3 		$183K Buy
+10,200
New +$183K 0.01% 761

Other funds holding RSBT

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return

Moors & Cabot's RSBT Position: Q1 2024 in Review

Moors & Cabot sold out of Return Stacked Bonds & Managed Futures ETF (RSBT) in Q1 2024, closing a stake of 19,100 shares — an estimated $329K sold.

Moors & Cabot first reported a position in RSBT in Q3 2023 and held it in 2 quarters. The position peaked at $329K in Q4 2023. 6 funds tracked by Wall St. Rank hold RSBT as of Q1 2024.

  • Moors & Cabot reported no remaining Return Stacked Bonds & Managed Futures ETF position as of Q1 2024 after selling out during the quarter.
  • Moors & Cabot sold 19,100 Return Stacked Bonds & Managed Futures ETF shares in Q1 2024, an estimated $329K.
  • Moors & Cabot first reported a position in Return Stacked Bonds & Managed Futures ETF in Q3 2023 and held it in 2 quarters.
  • Moors & Cabot's Return Stacked Bonds & Managed Futures ETF position peaked at $329K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held Return Stacked Bonds & Managed Futures ETF as of Q1 2024.

Based on Moors & Cabot's 13F filing for Q1 2024, filed 8 May 2024.