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

Planned 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
2026 Q3	$2.47M	Sell	69,618 -45,208	-39%	-$1.53M	0.68%	25
2026 Q2	$3.75M	Sell	114,826 -8,199	-7%	-$264K	1.08%	19
2026 Q1	$3.48M	Sell	123,025 -1,781	-1%	-$52.7K	1.14%	18
2025 Q4	$3.54M	Sell	124,806 -6,774	-5%	-$188K	1.14%	18
2025 Q3	$3.48M	Buy	131,580 +483	+0.4%	+$11.8K	1.2%	19
2025 Q2	$3.06M	Buy	131,097 +3,975	+3%	+$84.7K	1.16%	19
2025 Q1	$2.81M	Buy	127,122 +1,642	+1%	+$39.2K	1.14%	17
2024 Q4	$3M	Buy	+125,480	New	+$3M	1.21%	18

Other funds holding RSST

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

SWM

Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

OAS

Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Planned Solutions's RSST Position: Q3 2026 in Review

Planned Solutions reduced its Return Stacked US Stocks & Managed Futures ETF (RSST) stake by 39% in Q3 2026, selling an estimated $1.53M and leaving 69,618 shares worth $2.47M. The position accounts for 0.68% of the portfolio, ranked #25.

Planned Solutions first reported a position in RSST in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.75M in Q2 2026. 18 funds tracked by Wall St. Rank hold RSST as of Q3 2026.

Planned Solutions held 69,618 shares of Return Stacked US Stocks & Managed Futures ETF worth $2.47M as of Q3 2026.
Planned Solutions sold 45,208 Return Stacked US Stocks & Managed Futures ETF shares in Q3 2026, an estimated $1.53M.
Return Stacked US Stocks & Managed Futures ETF made up 0.68% of Planned Solutions's portfolio in Q3 2026, its #25 holding.
Planned Solutions first reported a position in Return Stacked US Stocks & Managed Futures ETF in Q4 2024 and has held it in 8 quarters since.
Planned Solutions's Return Stacked US Stocks & Managed Futures ETF position peaked at $3.75M in Q2 2026.
18 funds tracked by Wall St. Rank held Return Stacked US Stocks & Managed Futures ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.