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

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 $20.5B AUM 24.45% 1-Year Est. Return

Wright Wealth Atlanta, Georgia $167M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

Professional Financial Advisors's RSSB Position: Q2 2026 in Review

Professional Financial Advisors increased its Return Stacked Global Stocks & Bonds ETF (RSSB) stake by 1.3% in Q2 2026, buying an estimated $171K and bringing the position to 432,593 shares worth $13.3M. The position accounts for 2.3% of the portfolio, ranked #5.

Professional Financial Advisors first reported a position in RSSB in Q1 2024 and has held it in 10 quarters since. 43 funds tracked by Wall St. Rank hold RSSB as of Q2 2026.

Professional Financial Advisors held 432,593 shares of Return Stacked Global Stocks & Bonds ETF worth $13.3M as of Q2 2026.
Professional Financial Advisors bought 5,711 Return Stacked Global Stocks & Bonds ETF shares in Q2 2026, an estimated $171K.
Return Stacked Global Stocks & Bonds ETF made up 2.3% of Professional Financial Advisors's portfolio in Q2 2026, its #5 holding.
Professional Financial Advisors first reported a position in Return Stacked Global Stocks & Bonds ETF in Q1 2024 and has held it in 10 quarters since.
43 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.