Optivise Advisory Services’s Return Stacked US Stocks & Managed Futures ETF RSST Stock Holding History

Optivise Advisory Services’s Portfolio RSST Stock Details RSST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.34M	Buy	+41,090	New	+$1.32M	0.68%	38
2025 Q2	–	Sell	-10,681	Closed	-$236K	–	218
2025 Q1	$236K	Sell	10,681 -6,705	-39%	-$160K	0.13%	160
2024 Q4	$416K	Sell	17,386 -1,216	-7%	-$29.1K	0.22%	101
2024 Q3	$456K	Buy	+18,602	New	+$443K	0.24%	86

Other funds holding RSST

IWP

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

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

AWM

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

McGrath & Associates Asheville, North Carolina $76.8M AUM 22.42% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 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

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

Optivise Advisory Services's RSST Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in Return Stacked US Stocks & Managed Futures ETF (RSST) in Q2 2026: 41,090 shares worth $1.34M. The stake represents 0.68% of the portfolio and ranks #38 among its holdings. This is a return to the name: Optivise Advisory Services previously reported a position in RSST as recently as Q1 2025.

Optivise Advisory Services first reported a position in RSST in Q3 2024 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold RSST as of Q2 2026.

Optivise Advisory Services held 41,090 shares of Return Stacked US Stocks & Managed Futures ETF worth $1.34M as of Q2 2026.
Return Stacked US Stocks & Managed Futures ETF was a new Optivise Advisory Services position in Q2 2026.
Return Stacked US Stocks & Managed Futures ETF made up 0.68% of Optivise Advisory Services's portfolio in Q2 2026, its #38 holding.
Optivise Advisory Services first reported a position in Return Stacked US Stocks & Managed Futures ETF in Q3 2024 and has held it in 4 quarters since.
15 funds tracked by Wall St. Rank held Return Stacked US Stocks & Managed Futures ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.