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
Q1 		$1.79M Buy
+86,028
New +$1.8M 1.86% 10

Other funds holding RSBA

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $78.3M AUM 25.85% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

Oregon Pacific Wealth Management's RSBA Position: Q1 2026 in Review

Oregon Pacific Wealth Management opened a new position in Return Stacked Bonds & Merger Arbitrage ETF (RSBA) in Q1 2026: 86,028 shares worth $1.79M. The stake represents 1.86% of the portfolio and ranks #10 among its holdings.

17 funds tracked by Wall St. Rank hold RSBA as of Q1 2026.

  • Oregon Pacific Wealth Management held 86,028 shares of Return Stacked Bonds & Merger Arbitrage ETF worth $1.79M as of Q1 2026.
  • Return Stacked Bonds & Merger Arbitrage ETF was a new Oregon Pacific Wealth Management position in Q1 2026.
  • Return Stacked Bonds & Merger Arbitrage ETF made up 1.86% of Oregon Pacific Wealth Management's portfolio in Q1 2026, its #10 holding.
  • 17 funds tracked by Wall St. Rank held Return Stacked Bonds & Merger Arbitrage ETF as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.