SWM
RSBA

Stapp Wealth Management’s Return Stacked Bonds & Merger Arbitrage ETF RSBA Stock Holding History

Stapp Wealth Management’s Portfolio RSBA Stock Details RSBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.73M Buy
129,765
+1,622
+1% +$33.8K 3.57% 9
2026
Q1 		$2.66M Buy
+128,143
New +$2.68M 3.4% 9

Other funds holding RSBA

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Stapp Wealth Management's RSBA Position: Q2 2026 in Review

Stapp Wealth Management increased its Return Stacked Bonds & Merger Arbitrage ETF (RSBA) stake by 1.3% in Q2 2026, buying an estimated $33.8K and bringing the position to 129,765 shares worth $2.73M. The position accounts for 3.57% of the portfolio, ranked #9.

Stapp Wealth Management first reported a position in RSBA in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold RSBA as of Q2 2026.

  • Stapp Wealth Management held 129,765 shares of Return Stacked Bonds & Merger Arbitrage ETF worth $2.73M as of Q2 2026.
  • Stapp Wealth Management bought 1,622 Return Stacked Bonds & Merger Arbitrage ETF shares in Q2 2026, an estimated $33.8K.
  • Return Stacked Bonds & Merger Arbitrage ETF made up 3.57% of Stapp Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Stapp Wealth Management first reported a position in Return Stacked Bonds & Merger Arbitrage ETF in Q1 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Return Stacked Bonds & Merger Arbitrage ETF as of Q2 2026.

Based on Stapp Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.