Private Advisory Group’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History

Private Advisory Group’s Portfolio RSSB Stock Details RSSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.07M	Hold	34,771	–	–	0.06%	171
2026 Q1	$946K	Sell	34,771 -269	-0.8%	-$7.68K	0.06%	155
2025 Q4	$985K	Sell	35,040 -100	-0.3%	-$2.87K	0.08%	123
2025 Q3	$990K	Sell	35,140 -3,302	-9%	-$89.1K	0.08%	122
2025 Q2	$1.01M	Buy	+38,442	New	+$924K	0.09%	127

Other funds holding RSSB

WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Wright Wealth Atlanta, Georgia $167M AUM

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

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

BPW

BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return

Private Advisory Group's RSSB Position: Q2 2026 in Review

Private Advisory Group held its Return Stacked Global Stocks & Bonds ETF (RSSB) position steady in Q2 2026 at 34,771 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #171.

Private Advisory Group first reported a position in RSSB in Q2 2025 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold RSSB as of Q2 2026.

Private Advisory Group held 34,771 shares of Return Stacked Global Stocks & Bonds ETF worth $1.07M as of Q2 2026.
Private Advisory Group left its Return Stacked Global Stocks & Bonds ETF share count unchanged in Q2 2026.
Return Stacked Global Stocks & Bonds ETF made up 0.06% of Private Advisory Group's portfolio in Q2 2026, its #171 holding.
Private Advisory Group first reported a position in Return Stacked Global Stocks & Bonds ETF in Q2 2025 and has held it in 5 quarters since.
43 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.