Oregon Pacific Wealth Management’s Return Stacked Bonds & Futures Yield ETF RSBY Stock Holding History

Oregon Pacific Wealth Management’s Portfolio RSBY Stock Details RSBY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-141,851	Closed	-$2.56M	–	137
2024 Q4	$2.56M	Buy	+141,851	New	+$2.63M	2.51%	7

Other funds holding RSBY

KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return

IWP

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Oregon Pacific Wealth Management's RSBY Position: Q1 2025 in Review

Oregon Pacific Wealth Management sold out of Return Stacked Bonds & Futures Yield ETF (RSBY) in Q1 2025, closing a stake of 141,851 shares — an estimated $2.56M sold.

Oregon Pacific Wealth Management first reported a position in RSBY in Q4 2024 and held it in 1 quarter. The position peaked at $2.56M in Q4 2024. 4 funds tracked by Wall St. Rank hold RSBY as of Q1 2025.

Oregon Pacific Wealth Management reported no remaining Return Stacked Bonds & Futures Yield ETF position as of Q1 2025 after selling out during the quarter.
Oregon Pacific Wealth Management sold 141,851 Return Stacked Bonds & Futures Yield ETF shares in Q1 2025, an estimated $2.56M.
Oregon Pacific Wealth Management first reported a position in Return Stacked Bonds & Futures Yield ETF in Q4 2024 and held it in 1 quarter.
Oregon Pacific Wealth Management's Return Stacked Bonds & Futures Yield ETF position peaked at $2.56M in Q4 2024.
4 funds tracked by Wall St. Rank held Return Stacked Bonds & Futures Yield ETF as of Q1 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.