TWP
RSMV

Triad Wealth Partners’s Relative Strength Managed Volatility Strategy ETF RSMV Stock Holding History

Triad Wealth Partners’s Portfolio RSMV Stock Details RSMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.3M Sell
220,775
-218,432
-50% -$6.22M 0.37% 49
2026
Q1 		$11.6M Buy
439,207
+20,136
+5% +$550K 0.92% 27
2025
Q4 		$11.5M Buy
419,071
+156,606
+60% +$4.25M 1.09% 24
2025
Q3 		$6.99M Sell
262,465
-160,219
-38% -$4.1M 0.9% 30
2025
Q2 		$10.5M Buy
+422,684
New +$9.97M 2.11% 12

Other funds holding RSMV

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Triad Wealth Partners's RSMV Position: Q2 2026 in Review

Triad Wealth Partners reduced its Relative Strength Managed Volatility Strategy ETF (RSMV) stake by 50% in Q2 2026, selling an estimated $6.22M and leaving 220,775 shares worth $6.3M. The position accounts for 0.37% of the portfolio, ranked #49.

Triad Wealth Partners first reported a position in RSMV in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.6M in Q1 2026. 6 funds tracked by Wall St. Rank hold RSMV as of Q2 2026.

  • Triad Wealth Partners held 220,775 shares of Relative Strength Managed Volatility Strategy ETF worth $6.3M as of Q2 2026.
  • Triad Wealth Partners sold 218,432 Relative Strength Managed Volatility Strategy ETF shares in Q2 2026, an estimated $6.22M.
  • Relative Strength Managed Volatility Strategy ETF made up 0.37% of Triad Wealth Partners's portfolio in Q2 2026, its #49 holding.
  • Triad Wealth Partners first reported a position in Relative Strength Managed Volatility Strategy ETF in Q2 2025 and has held it in 5 quarters since.
  • Triad Wealth Partners's Relative Strength Managed Volatility Strategy ETF position peaked at $11.6M in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Relative Strength Managed Volatility Strategy ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.