OPWM
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Oregon Pacific Wealth Management’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History

Oregon Pacific Wealth Management’s Portfolio RSSB Stock Details RSSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.55M Sell
57,033
-27,624
-33% -$789K 1.62% 13
2025
Q4 		$2.38M Sell
84,657
-33,576
-28% -$965K 2.46% 9
2025
Q3 		$3.33M Sell
118,233
-157,594
-57% -$4.25M 2.88% 6
2025
Q2 		$7.23M Sell
275,827
-11,939
-4% -$287K 6.84% 1
2025
Q1 		$6.74M Buy
287,766
+28,246
+11% +$673K 6.74% 1
2024
Q4 		$6.03M Buy
+259,520
New +$6.29M 5.91% 1

Other funds holding RSSB

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
WW
Wright Wealth Atlanta, Georgia $149M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $115M AUM 23.91% 1-Year Est. Return

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

Oregon Pacific Wealth Management reduced its Return Stacked Global Stocks & Bonds ETF (RSSB) stake by 33% in Q1 2026, selling an estimated $789K and leaving 57,033 shares worth $1.55M. The position accounts for 1.62% of the portfolio, ranked #13.

Oregon Pacific Wealth Management first reported a position in RSSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.23M in Q2 2025. 44 funds tracked by Wall St. Rank hold RSSB as of Q1 2026.

  • Oregon Pacific Wealth Management held 57,033 shares of Return Stacked Global Stocks & Bonds ETF worth $1.55M as of Q1 2026.
  • Oregon Pacific Wealth Management sold 27,624 Return Stacked Global Stocks & Bonds ETF shares in Q1 2026, an estimated $789K.
  • Return Stacked Global Stocks & Bonds ETF made up 1.62% of Oregon Pacific Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Oregon Pacific Wealth Management first reported a position in Return Stacked Global Stocks & Bonds ETF in Q4 2024 and has held it in 6 quarters since.
  • Oregon Pacific Wealth Management's Return Stacked Global Stocks & Bonds ETF position peaked at $7.23M in Q2 2025.
  • 44 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q1 2026.

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