WI
RSSB icon

WJ Interests’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History

WJ Interests’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 		$44.4M Buy
1,631,621
+107,386
+7% +$3.07M 17.05% 1
2025
Q4 		$42.9M Sell
1,524,235
-83,847
-5% -$2.41M 18.44% 1
2025
Q3 		$45.3M Sell
1,608,082
-100,010
-6% -$2.7M 18.3% 1
2025
Q2 		$44.8M Buy
1,708,092
+59,462
+4% +$1.43M 19.15% 2
2025
Q1 		$38.6M Buy
1,648,630
+267,464
+19% +$6.38M 17.96% 2
2024
Q4 		$32.1M Buy
1,381,166
+84,885
+7% +$2.06M 15.49% 3
2024
Q3 		$32.4M Buy
1,296,281
+28,041
+2% +$664K 14.28% 3
2024
Q2 		$28.8M Buy
1,268,240
+58,158
+5% +$1.28M 14.33% 3
2024
Q1 		$27.1M Buy
1,210,082
+884,401
+272% +$19M 14.32% 3
2023
Q4 		$6.92M Buy
+325,681
New +$6.77M 4.36% 9

Other funds holding RSSB

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
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 $245M AUM 20.05% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $115M AUM 23.91% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return