Stapp Wealth Management’s Return Stacked US Stocks & Managed Futures ETF RSST Stock Holding History

Stapp Wealth Management’s Portfolio RSST Stock Details RSST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.66M	Sell	75,144 -1,729	-2%	-$58.4K	3.45%	8
2026 Q2	$2.51M	Buy	76,873 +2,519	+3%	+$81K	3.28%	10
2026 Q1	$2.1M	Sell	74,354 -870	-1%	-$25.8K	2.68%	12
2025 Q4	$2.13M	Buy	75,224 +888	+1%	+$24.6K	2.75%	8
2025 Q3	$1.97M	Buy	74,336 +1,821	+3%	+$44.4K	2.64%	9
2025 Q2	$1.69M	Buy	+72,515	New	+$1.55M	2.43%	12

Other funds holding RSST

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

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

OAS

Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Stapp Wealth Management's RSST Position: Q3 2026 in Review

Stapp Wealth Management reduced its Return Stacked US Stocks & Managed Futures ETF (RSST) stake by 2.2% in Q3 2026, selling an estimated $58.4K and leaving 75,144 shares worth $2.66M. The position accounts for 3.45% of the portfolio, ranked #8.

Stapp Wealth Management first reported a position in RSST in Q2 2025 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold RSST as of Q3 2026.

Stapp Wealth Management held 75,144 shares of Return Stacked US Stocks & Managed Futures ETF worth $2.66M as of Q3 2026.
Stapp Wealth Management sold 1,729 Return Stacked US Stocks & Managed Futures ETF shares in Q3 2026, an estimated $58.4K.
Return Stacked US Stocks & Managed Futures ETF made up 3.45% of Stapp Wealth Management's portfolio in Q3 2026, its #8 holding.
Stapp Wealth Management first reported a position in Return Stacked US Stocks & Managed Futures ETF in Q2 2025 and has held it in 6 quarters since.
18 funds tracked by Wall St. Rank held Return Stacked US Stocks & Managed Futures ETF as of Q3 2026.

Based on Stapp Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.