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
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 $18.5B AUM 19.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $762M AUM 18.55% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Triad Wealth Partners's RSMV Position: Q1 2026 in Review

Triad Wealth Partners increased its Relative Strength Managed Volatility Strategy ETF (RSMV) stake by 4.8% in Q1 2026, buying an estimated $550K and bringing the position to 439,207 shares worth $11.6M. The position accounts for 0.92% of the portfolio, ranked #27.

Triad Wealth Partners first reported a position in RSMV in Q2 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold RSMV as of Q1 2026.

  • Triad Wealth Partners held 439,207 shares of Relative Strength Managed Volatility Strategy ETF worth $11.6M as of Q1 2026.
  • Triad Wealth Partners bought 20,136 Relative Strength Managed Volatility Strategy ETF shares in Q1 2026, an estimated $550K.
  • Relative Strength Managed Volatility Strategy ETF made up 0.92% of Triad Wealth Partners's portfolio in Q1 2026, its #27 holding.
  • Triad Wealth Partners first reported a position in Relative Strength Managed Volatility Strategy ETF in Q2 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Relative Strength Managed Volatility Strategy ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.