SW
RSBT icon

SteelPeak Wealth’s Return Stacked Bonds & Managed Futures ETF RSBT Stock Holding History

SteelPeak Wealth’s Portfolio RSBT Stock Details RSBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.29M Buy
67,699
+5,223
+8% +$100K 0.03% 284
2026
Q1 		$1.18M Buy
62,476
+30,086
+93% +$571K 0.04% 269
2025
Q4 		$580K Buy
+32,390
New +$587K 0.02% 336

Other funds holding RSBT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SteelPeak Wealth's RSBT Position: Q2 2026 in Review

SteelPeak Wealth increased its Return Stacked Bonds & Managed Futures ETF (RSBT) stake by 8.4% in Q2 2026, buying an estimated $100K and bringing the position to 67,699 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #284.

SteelPeak Wealth first reported a position in RSBT in Q4 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold RSBT as of Q2 2026.

  • SteelPeak Wealth held 67,699 shares of Return Stacked Bonds & Managed Futures ETF worth $1.29M as of Q2 2026.
  • SteelPeak Wealth bought 5,223 Return Stacked Bonds & Managed Futures ETF shares in Q2 2026, an estimated $100K.
  • Return Stacked Bonds & Managed Futures ETF made up 0.03% of SteelPeak Wealth's portfolio in Q2 2026, its #284 holding.
  • SteelPeak Wealth first reported a position in Return Stacked Bonds & Managed Futures ETF in Q4 2025 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held Return Stacked Bonds & Managed Futures ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.