Wealth Enhancement Advisory Services’s Return Stacked Bonds & Merger Arbitrage ETF RSBA Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio RSBA Stock Details RSBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.11M	Buy	55,767 +12,424	+29%	+$256K	﹤0.01%	2102
2026 Q2	$909K	Buy	+43,343	New	+$903K	﹤0.01%	2143

Other funds holding RSBA

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Oregon Pacific Wealth Management Medford, Oregon $108M AUM 11.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $256M AUM 17.55% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Legacy Wealth Management (Idaho) Boise, Idaho $219M AUM 0.93% 1-Year Est. Return

Wealth Enhancement Advisory Services's RSBA Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Return Stacked Bonds & Merger Arbitrage ETF (RSBA) stake by 29% in Q3 2026, buying an estimated $256K and bringing the position to 55,767 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2102.

Wealth Enhancement Advisory Services first reported a position in RSBA in Q2 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold RSBA as of Q3 2026.

Wealth Enhancement Advisory Services held 55,767 shares of Return Stacked Bonds & Merger Arbitrage ETF worth $1.11M as of Q3 2026.
Wealth Enhancement Advisory Services bought 12,424 Return Stacked Bonds & Merger Arbitrage ETF shares in Q3 2026, an estimated $256K.
Return Stacked Bonds & Merger Arbitrage ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2102 holding.
Wealth Enhancement Advisory Services first reported a position in Return Stacked Bonds & Merger Arbitrage ETF in Q2 2026 and has held it in 2 quarters since.
14 funds tracked by Wall St. Rank held Return Stacked Bonds & Merger Arbitrage ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.