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
Q3 		$51.3M Buy
1,729,825
+23,849
+1% +$731K 18.49% 1
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

PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
SWM
Sherman Wealth Management Gaithersburg, Maryland $133M AUM 15.57% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

WJ Interests's RSSB Position: Q3 2026 in Review

WJ Interests increased its Return Stacked Global Stocks & Bonds ETF (RSSB) stake by 1.4% in Q3 2026, buying an estimated $731K and bringing the position to 1,729,825 shares worth $51.3M. The position accounts for 18.49% of the portfolio, ranked #1.

WJ Interests first reported a position in RSSB in Q4 2023 and has held it in 12 quarters since. The position peaked at $52.5M in Q2 2026. 12 funds tracked by Wall St. Rank hold RSSB as of Q3 2026.

  • WJ Interests held 1,729,825 shares of Return Stacked Global Stocks & Bonds ETF worth $51.3M as of Q3 2026.
  • WJ Interests bought 23,849 Return Stacked Global Stocks & Bonds ETF shares in Q3 2026, an estimated $731K.
  • Return Stacked Global Stocks & Bonds ETF made up 18.49% of WJ Interests's portfolio in Q3 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 12 quarters since.
  • WJ Interests's Return Stacked Global Stocks & Bonds ETF position peaked at $52.5M in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q3 2026.

Based on WJ Interests's 13F filing for Q3 2026, filed 14 Oct 2026.