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 Q3	$13.1M	Buy	440,417 +7,824	+2%	+$240K	2.22%	6
2026 Q2	$13.3M	Buy	432,593 +5,711	+1%	+$171K	2.3%	5
2026 Q1	$11.6M	Buy	426,882 +337,829	+379%	+$9.7M	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%	+$100K	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 $278M AUM 10.13% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return

Wright Wealth Atlanta, Georgia $174M AUM 16.27% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $264M AUM 15.76% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

First Business Financial Services Madison, Wisconsin $1.28B AUM 18.21% 1-Year Est. Return

Oregon Pacific Wealth Management Medford, Oregon $108M AUM 11.89% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Professional Financial Advisors's RSSB Position: Q3 2026 in Review

Professional Financial Advisors increased its Return Stacked Global Stocks & Bonds ETF (RSSB) stake by 1.8% in Q3 2026, buying an estimated $240K and bringing the position to 440,417 shares worth $13.1M. The position accounts for 2.22% of the portfolio, ranked #6.

Professional Financial Advisors first reported a position in RSSB in Q1 2024 and has held it in 11 quarters since. The position peaked at $13.3M in Q2 2026. 23 funds tracked by Wall St. Rank hold RSSB as of Q3 2026.

Professional Financial Advisors held 440,417 shares of Return Stacked Global Stocks & Bonds ETF worth $13.1M as of Q3 2026.
Professional Financial Advisors bought 7,824 Return Stacked Global Stocks & Bonds ETF shares in Q3 2026, an estimated $240K.
Return Stacked Global Stocks & Bonds ETF made up 2.22% of Professional Financial Advisors's portfolio in Q3 2026, its #6 holding.
Professional Financial Advisors first reported a position in Return Stacked Global Stocks & Bonds ETF in Q1 2024 and has held it in 11 quarters since.
Professional Financial Advisors's Return Stacked Global Stocks & Bonds ETF position peaked at $13.3M in Q2 2026.
23 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.