OPWM
RSSY

Oregon Pacific Wealth Management’s Return Stacked U.S. Stocks & Futures Yield ETF RSSY Stock Holding History

Oregon Pacific Wealth Management’s Portfolio RSSY Stock Details RSSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-91,707
Closed -$1.86M – 136
2024
Q4 		$1.86M Buy
+91,707
New +$1.86M 1.83% 11

Other funds holding RSSY

KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
MA
McGrath & Associates Asheville, North Carolina $76.8M AUM 22.42% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $153M AUM 23.67% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
CA
Cohalo Advisory Snoqualmie, Washington $1.41M AUM 5.35% 1-Year Est. Return

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

Oregon Pacific Wealth Management sold out of Return Stacked U.S. Stocks & Futures Yield ETF (RSSY) in Q1 2025, closing a stake of 91,707 shares — an estimated $1.86M sold.

Oregon Pacific Wealth Management first reported a position in RSSY in Q4 2024 and held it in 1 quarter. The position peaked at $1.86M in Q4 2024. 8 funds tracked by Wall St. Rank hold RSSY as of Q1 2025.

  • Oregon Pacific Wealth Management reported no remaining Return Stacked U.S. Stocks & Futures Yield ETF position as of Q1 2025 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 91,707 Return Stacked U.S. Stocks & Futures Yield ETF shares in Q1 2025, an estimated $1.86M.
  • Oregon Pacific Wealth Management first reported a position in Return Stacked U.S. Stocks & Futures Yield ETF in Q4 2024 and held it in 1 quarter.
  • Oregon Pacific Wealth Management's Return Stacked U.S. Stocks & Futures Yield ETF position peaked at $1.86M in Q4 2024.
  • 8 funds tracked by Wall St. Rank held Return Stacked U.S. Stocks & Futures Yield ETF as of Q1 2025.

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