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 Q3	$1.36M	Sell	38,229 -2,861	-7%	-$96.6K	0.67%	37
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

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

SWM

Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 1-Year Est. Return

Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Optivise Advisory Services's RSST Position: Q3 2026 in Review

Optivise Advisory Services reduced its Return Stacked US Stocks & Managed Futures ETF (RSST) stake by 7% in Q3 2026, selling an estimated $96.6K and leaving 38,229 shares worth $1.36M. The position accounts for 0.67% of the portfolio, ranked #37.

Optivise Advisory Services first reported a position in RSST in Q3 2024 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold RSST as of Q3 2026.

Optivise Advisory Services held 38,229 shares of Return Stacked US Stocks & Managed Futures ETF worth $1.36M as of Q3 2026.
Optivise Advisory Services sold 2,861 Return Stacked US Stocks & Managed Futures ETF shares in Q3 2026, an estimated $96.6K.
Return Stacked US Stocks & Managed Futures ETF made up 0.67% of Optivise Advisory Services's portfolio in Q3 2026, its #37 holding.
Optivise Advisory Services first reported a position in Return Stacked US Stocks & Managed Futures ETF in Q3 2024 and has held it in 5 quarters since.
18 funds tracked by Wall St. Rank held Return Stacked US Stocks & Managed Futures ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.