OPS
RSST icon

Orion Portfolio Solutions’s Return Stacked US Stocks & Managed Futures ETF RSST Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$19.5M Sell
883,426
-12,202
-1% -$292K 0.19% 103
2024
Q4 		$21.4M Sell
895,628
-67,971
-7% -$1.63M 0.21% 89
2024
Q3 		$23.6M Sell
963,599
-65,090
-6% -$1.55M 0.24% 77
2024
Q2 		$25.2M Buy
1,028,689
+20,076
+2% +$476K 0.27% 66
2024
Q1 		$23.6M Buy
+1,008,613
New +$21.4M 0.25% 73

Other funds holding RSST

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
WCM
WealthTrak Capital Management Virginia Beach, Virginia $140M AUM 17% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $95.8M AUM 15.42% 1-Year Est. Return