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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
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

IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
MA
McGrath & Associates Asheville, North Carolina $76.8M AUM 22.42% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Planned Solutions's RSST Position: Q2 2026 in Review

Planned Solutions reduced its Return Stacked US Stocks & Managed Futures ETF (RSST) stake by 6.7% in Q2 2026, selling an estimated $264K and leaving 114,826 shares worth $3.75M. The position accounts for 1.08% of the portfolio, ranked #19.

Planned Solutions first reported a position in RSST in Q4 2024 and has held it in 7 quarters since. 15 funds tracked by Wall St. Rank hold RSST as of Q2 2026.

  • Planned Solutions held 114,826 shares of Return Stacked US Stocks & Managed Futures ETF worth $3.75M as of Q2 2026.
  • Planned Solutions sold 8,199 Return Stacked US Stocks & Managed Futures ETF shares in Q2 2026, an estimated $264K.
  • Return Stacked US Stocks & Managed Futures ETF made up 1.08% of Planned Solutions's portfolio in Q2 2026, its #19 holding.
  • Planned Solutions first reported a position in Return Stacked US Stocks & Managed Futures ETF in Q4 2024 and has held it in 7 quarters since.
  • 15 funds tracked by Wall St. Rank held Return Stacked US Stocks & Managed Futures ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.