OWP
RSST icon

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
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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $241M AUM 22.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TWM
Triton Wealth Management Sun City, Arizona $270M AUM 24.97% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

ORG Wealth Partners's RSST Position: Q1 2026 in Review

ORG Wealth Partners increased its Return Stacked US Stocks & Managed Futures ETF (RSST) stake by 35% in Q1 2026, buying an estimated $183K and bringing the position to 23,893 shares worth $676K. The position accounts for 0.13% of the portfolio, ranked #99.

ORG Wealth Partners first reported a position in RSST in Q4 2024 and has held it in 6 quarters since. 57 funds tracked by Wall St. Rank hold RSST as of Q1 2026.

  • ORG Wealth Partners held 23,893 shares of Return Stacked US Stocks & Managed Futures ETF worth $676K as of Q1 2026.
  • ORG Wealth Partners bought 6,182 Return Stacked US Stocks & Managed Futures ETF shares in Q1 2026, an estimated $183K.
  • Return Stacked US Stocks & Managed Futures ETF made up 0.13% of ORG Wealth Partners's portfolio in Q1 2026, its #99 holding.
  • ORG Wealth Partners first reported a position in Return Stacked US Stocks & Managed Futures ETF in Q4 2024 and has held it in 6 quarters since.
  • 57 funds tracked by Wall St. Rank held Return Stacked US Stocks & Managed Futures ETF as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.