Wealth Enhancement Advisory Services
RSSB icon

Wealth Enhancement Advisory Services’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History

Wealth Enhancement Advisory Services’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
2025
Q2 		– Sell
-12,243
Closed -$287K – 3470
2025
Q1 		$287K Buy
12,243
+1,508
+14% +$36K ﹤0.01% 2482
2024
Q4 		$249K Buy
+10,735
New +$260K ﹤0.01% 2529

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IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $95.8M AUM 15.42% 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
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Wealth Enhancement Advisory Services's RSSB Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of Return Stacked Global Stocks & Bonds ETF (RSSB) in Q2 2025, closing a stake of 12,243 shares — an estimated $287K sold.

Wealth Enhancement Advisory Services first reported a position in RSSB in Q4 2024 and held it in 2 quarters. The position peaked at $287K in Q1 2025. 29 funds tracked by Wall St. Rank hold RSSB as of Q2 2025.

  • Wealth Enhancement Advisory Services reported no remaining Return Stacked Global Stocks & Bonds ETF position as of Q2 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 12,243 Return Stacked Global Stocks & Bonds ETF shares in Q2 2025, an estimated $287K.
  • Wealth Enhancement Advisory Services first reported a position in Return Stacked Global Stocks & Bonds ETF in Q4 2024 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Return Stacked Global Stocks & Bonds ETF position peaked at $287K in Q1 2025.
  • 29 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.