ORG Wealth Partners’s Return Stacked US Stocks & Managed Futures ETF RSST Stock Holding History

ORG Wealth Partners’s Portfolio RSST Stock Details RSST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$817K	Buy	24,989 +1,096	+5%	+$35.3K	0.12%	91
2026 Q1	$676K	Buy	23,893 +6,182	+35%	+$183K	0.13%	99
2025 Q4	$502K	Sell	17,711 -1,061	-6%	-$29.4K	0.12%	122
2025 Q3	$497K	Buy	18,772 +3,438	+22%	+$83.9K	0.11%	127
2025 Q2	$358K	Buy	15,334 +779	+5%	+$16.6K	0.09%	139
2025 Q1	$322K	Buy	14,555 +10	+0.1%	+$239	0.1%	153
2024 Q4	$348K	Buy	+14,545	New	+$348K	0.11%	90

Other funds holding RSST

CWA

Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

TWM

Triton Wealth Management Sun City, Arizona $326M AUM 31.51% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

IWP

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

BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

ORG Wealth Partners's RSST Position: Q2 2026 in Review

ORG Wealth Partners increased its Return Stacked US Stocks & Managed Futures ETF (RSST) stake by 4.6% in Q2 2026, buying an estimated $35.3K and bringing the position to 24,989 shares worth $817K. The position accounts for 0.12% of the portfolio, ranked #91.

ORG Wealth Partners first reported a position in RSST in Q4 2024 and has held it in 7 quarters since. 64 funds tracked by Wall St. Rank hold RSST as of Q2 2026.

ORG Wealth Partners held 24,989 shares of Return Stacked US Stocks & Managed Futures ETF worth $817K as of Q2 2026.
ORG Wealth Partners bought 1,096 Return Stacked US Stocks & Managed Futures ETF shares in Q2 2026, an estimated $35.3K.
Return Stacked US Stocks & Managed Futures ETF made up 0.12% of ORG Wealth Partners's portfolio in Q2 2026, its #91 holding.
ORG Wealth Partners first reported a position in Return Stacked US Stocks & Managed Futures ETF in Q4 2024 and has held it in 7 quarters since.
64 funds tracked by Wall St. Rank held Return Stacked US Stocks & Managed Futures ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.