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Triumph Capital Management’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History

Triumph Capital Management’s Portfolio RSSB Stock Details RSSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.72K Hold
100
– – ﹤0.01% 1485
2025
Q4 		$2.81K Buy
+100
New +$2.87K ﹤0.01% 1410

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FS
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WI
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IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
WW
Wright Wealth Atlanta, Georgia $149M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $115M AUM 23.91% 1-Year Est. Return

Triumph Capital Management's RSSB Position: Q1 2026 in Review

Triumph Capital Management held its Return Stacked Global Stocks & Bonds ETF (RSSB) position steady in Q1 2026 at 100 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Triumph Capital Management first reported a position in RSSB in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.81K in Q4 2025. 44 funds tracked by Wall St. Rank hold RSSB as of Q1 2026.

  • Triumph Capital Management held 100 shares of Return Stacked Global Stocks & Bonds ETF worth $2.72K as of Q1 2026.
  • Triumph Capital Management left its Return Stacked Global Stocks & Bonds ETF share count unchanged in Q1 2026.
  • Return Stacked Global Stocks & Bonds ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q1 2026, its #1485 holding.
  • Triumph Capital Management first reported a position in Return Stacked Global Stocks & Bonds ETF in Q4 2025 and has held it in 2 quarters since.
  • Triumph Capital Management's Return Stacked Global Stocks & Bonds ETF position peaked at $2.81K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.