OPWM
RSBA

Oregon Pacific Wealth Management’s Return Stacked Bonds & Merger Arbitrage ETF RSBA Stock Holding History

Oregon Pacific Wealth Management’s Portfolio RSBA Stock Details RSBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.82M Buy
86,319
+291
+0.3% +$6.07K 1.7% 11
2026
Q1 		$1.79M Buy
+86,028
New +$1.8M 1.86% 10

Other funds holding RSBA

MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Oregon Pacific Wealth Management's RSBA Position: Q2 2026 in Review

Oregon Pacific Wealth Management increased its Return Stacked Bonds & Merger Arbitrage ETF (RSBA) stake by 0.34% in Q2 2026, buying an estimated $6.07K and bringing the position to 86,319 shares worth $1.82M. The position accounts for 1.7% of the portfolio, ranked #11.

Oregon Pacific Wealth Management first reported a position in RSBA in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold RSBA as of Q2 2026.

  • Oregon Pacific Wealth Management held 86,319 shares of Return Stacked Bonds & Merger Arbitrage ETF worth $1.82M as of Q2 2026.
  • Oregon Pacific Wealth Management bought 291 Return Stacked Bonds & Merger Arbitrage ETF shares in Q2 2026, an estimated $6.07K.
  • Return Stacked Bonds & Merger Arbitrage ETF made up 1.7% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Oregon Pacific Wealth Management first reported a position in Return Stacked Bonds & Merger Arbitrage ETF in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Return Stacked Bonds & Merger Arbitrage ETF as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.