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
Q2 		$52.5M Buy
1,705,976
+74,355
+5% +$2.23M 20.23% 1
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

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
WW
Wright Wealth Atlanta, Georgia $167M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

WJ Interests's RSSB Position: Q2 2026 in Review

WJ Interests increased its Return Stacked Global Stocks & Bonds ETF (RSSB) stake by 4.6% in Q2 2026, buying an estimated $2.23M and bringing the position to 1,705,976 shares worth $52.5M. The position accounts for 20.23% of the portfolio, ranked #1.

WJ Interests first reported a position in RSSB in Q4 2023 and has held it in 11 quarters since. 43 funds tracked by Wall St. Rank hold RSSB as of Q2 2026.

  • WJ Interests held 1,705,976 shares of Return Stacked Global Stocks & Bonds ETF worth $52.5M as of Q2 2026.
  • WJ Interests bought 74,355 Return Stacked Global Stocks & Bonds ETF shares in Q2 2026, an estimated $2.23M.
  • Return Stacked Global Stocks & Bonds ETF made up 20.23% of WJ Interests's portfolio in Q2 2026, its #1 holding.
  • WJ Interests first reported a position in Return Stacked Global Stocks & Bonds ETF in Q4 2023 and has held it in 11 quarters since.
  • 43 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q2 2026.

Based on WJ Interests's 13F filing for Q2 2026, filed 30 Jul 2026.