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 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Wright Wealth Atlanta, Georgia $149M AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PFA

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

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

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

BPW

BLVD Private Wealth Prospect, Kentucky $115M AUM 23.91% 1-Year Est. Return

Private Advisory Group's RSSB Position: Q1 2026 in Review

Private Advisory Group reduced its Return Stacked Global Stocks & Bonds ETF (RSSB) stake by 0.77% in Q1 2026, selling an estimated $7.68K and leaving 34,771 shares worth $946K. The position accounts for 0.06% of the portfolio, ranked #155.

Private Advisory Group first reported a position in RSSB in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.01M in Q2 2025. 44 funds tracked by Wall St. Rank hold RSSB as of Q1 2026.

Private Advisory Group held 34,771 shares of Return Stacked Global Stocks & Bonds ETF worth $946K as of Q1 2026.
Private Advisory Group sold 269 Return Stacked Global Stocks & Bonds ETF shares in Q1 2026, an estimated $7.68K.
Return Stacked Global Stocks & Bonds ETF made up 0.06% of Private Advisory Group's portfolio in Q1 2026, its #155 holding.
Private Advisory Group first reported a position in Return Stacked Global Stocks & Bonds ETF in Q2 2025 and has held it in 4 quarters since.
Private Advisory Group's Return Stacked Global Stocks & Bonds ETF position peaked at $1.01M in Q2 2025.
44 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.