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

Stratos Wealth Advisors’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
2025
Q4 		– Sell
-17,999
Closed -$314K – 702
2025
Q3 		$314K Sell
17,999
-111
-0.6% -$1.83K 0.02% 542
2025
Q2 		$294K Buy
18,110
+24
+0.1% +$381 0.02% 548
2025
Q1 		$307K Sell
18,086
-267
-1% -$4.54K 0.02% 546
2024
Q4 		$307K Buy
+18,353
New +$311K 0.01% 574

Other funds holding RSBT

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
WW
Wright Wealth Atlanta, Georgia $149M AUM
WCM
WealthTrak Capital Management Virginia Beach, Virginia $140M AUM 17% 1-Year Est. Return
TP
Trailhead Planners Edina, Minnesota $104M AUM
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
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Stratos Wealth Advisors's RSBT Position: Q4 2025 in Review

Stratos Wealth Advisors sold out of Return Stacked Bonds & Managed Futures ETF (RSBT) in Q4 2025, closing a stake of 17,999 shares — an estimated $314K sold.

Stratos Wealth Advisors first reported a position in RSBT in Q4 2024 and held it in 4 quarters. The position peaked at $314K in Q3 2025. 19 funds tracked by Wall St. Rank hold RSBT as of Q4 2025.

  • Stratos Wealth Advisors reported no remaining Return Stacked Bonds & Managed Futures ETF position as of Q4 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 17,999 Return Stacked Bonds & Managed Futures ETF shares in Q4 2025, an estimated $314K.
  • Stratos Wealth Advisors first reported a position in Return Stacked Bonds & Managed Futures ETF in Q4 2024 and held it in 4 quarters.
  • Stratos Wealth Advisors's Return Stacked Bonds & Managed Futures ETF position peaked at $314K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Return Stacked Bonds & Managed Futures ETF as of Q4 2025.

Based on Stratos Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.