NCM
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Northwest Capital Management’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History

Northwest Capital Management’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
-434
Closed -$11.4K – 314
2025
Q2 		$11.4K Buy
434
+78
+22% +$1.88K 0.01% 265
2025
Q1 		$8.34K Buy
356
+73
+26% +$1.74K ﹤0.01% 327
2024
Q4 		$6.58K Buy
+283
New +$6.86K ﹤0.01% 332

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 $259M AUM 19.62% 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 $79.5B AUM 27.1% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 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 $107M AUM 18.4% 1-Year Est. Return

Northwest Capital Management's RSSB Position: Q3 2025 in Review

Northwest Capital Management sold out of Return Stacked Global Stocks & Bonds ETF (RSSB) in Q3 2025, closing a stake of 434 shares — an estimated $11.4K sold.

Northwest Capital Management first reported a position in RSSB in Q4 2024 and held it in 3 quarters. The position peaked at $11.4K in Q2 2025. 27 funds tracked by Wall St. Rank hold RSSB as of Q3 2025.

  • Northwest Capital Management reported no remaining Return Stacked Global Stocks & Bonds ETF position as of Q3 2025 after selling out during the quarter.
  • Northwest Capital Management sold 434 Return Stacked Global Stocks & Bonds ETF shares in Q3 2025, an estimated $11.4K.
  • Northwest Capital Management first reported a position in Return Stacked Global Stocks & Bonds ETF in Q4 2024 and held it in 3 quarters.
  • Northwest Capital Management's Return Stacked Global Stocks & Bonds ETF position peaked at $11.4K in Q2 2025.
  • 27 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q3 2025.

Based on Northwest Capital Management's 13F filing for Q3 2025, filed 20 Oct 2025.