Professional Financial Advisors’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History

Professional Financial Advisors’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	$13.3M	Buy	432,593 +5,711	+1%	+$171K	2.3%	5
2026 Q1	$11.6M	Buy	426,882 +337,829	+379%	+$9.65M	2.37%	6
2025 Q4	$2.5M	Buy	89,053 +1,835	+2%	+$52.7K	0.51%	33
2025 Q3	$2.46M	Buy	87,218 +3,694	+4%	+$99.7K	0.52%	34
2025 Q2	$2.19M	Buy	83,524 +3,034	+4%	+$73K	0.51%	36
2025 Q1	$1.89M	Buy	80,490 +829	+1%	+$19.8K	0.48%	35
2024 Q4	$1.85M	Buy	79,661 +123	+0.2%	+$2.98K	0.47%	36
2024 Q3	$1.99M	Buy	79,538 +1,417	+2%	+$33.6K	0.52%	33
2024 Q2	$1.77M	Buy	78,121 +1,726	+2%	+$38K	0.49%	34
2024 Q1	$1.71M	Buy	+76,395	New	+$1.64M	0.49%	32

Other funds holding RSSB

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

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

Sherman Wealth Management Gaithersburg, Maryland $133M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return