SSG
RSBT icon

Summit Securities Group’s Return Stacked Bonds & Managed Futures ETF RSBT Stock Holding History

Summit Securities Group’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
-3,000
Closed -$28.3K – 1212
2025
Q3 		$28.3K Buy
+3,000
New +$49.5K 0.01% 705
2025
Q1 		– Sell
-2,300
Closed -$32.8K – 1059
2024
Q4 		$32.8K Buy
+2,300
New +$39K 0.01% 335

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 $431M AUM 26% 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