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World Investment Advisors’s Return Stacked Bonds & Managed Futures ETF RSBT Stock Holding History

World Investment Advisors’s Portfolio RSBT Stock Details RSBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.26M Sell
385,308
-4,975
-1% -$94.3K 0.12% 201
2025
Q4 		$6.99M Sell
390,283
-63,925
-14% -$1.16M 0.11% 208
2025
Q3 		$7.92M Buy
454,208
+15,568
+4% +$257K 0.16% 149
2025
Q2 		$7.11M Buy
438,640
+143,536
+49% +$2.28M 0.16% 149
2025
Q1 		$5M Buy
295,104
+67,567
+30% +$1.15M 0.13% 186
2024
Q4 		$3.81M Sell
227,537
-6,086
-3% -$103K 0.1% 221
2024
Q3 		$4.25M Buy
233,623
+16,930
+8% +$306K 0.13% 178
2024
Q2 		$3.97M Buy
216,693
+164,649
+316% +$2.99M 0.25% 87
2024
Q1 		$944K Sell
52,044
-4,137
-7% -$71.2K 0.14% 144
2023
Q4 		$969K Buy
+56,181
New +$982K 0.13% 147

Other funds holding RSBT

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
WW
Wright Wealth Atlanta, Georgia $167M AUM
TP
Trailhead Planners Edina, Minnesota $103M AUM
WCM
WealthTrak Capital Management Virginia Beach, Virginia $152M AUM 20.33% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

World Investment Advisors's RSBT Position: Q1 2026 in Review

World Investment Advisors reduced its Return Stacked Bonds & Managed Futures ETF (RSBT) stake by 1.3% in Q1 2026, selling an estimated $94.3K and leaving 385,308 shares worth $7.26M. The position accounts for 0.12% of the portfolio, ranked #201.

World Investment Advisors first reported a position in RSBT in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.92M in Q3 2025. 20 funds tracked by Wall St. Rank hold RSBT as of Q1 2026.

  • World Investment Advisors held 385,308 shares of Return Stacked Bonds & Managed Futures ETF worth $7.26M as of Q1 2026.
  • World Investment Advisors sold 4,975 Return Stacked Bonds & Managed Futures ETF shares in Q1 2026, an estimated $94.3K.
  • Return Stacked Bonds & Managed Futures ETF made up 0.12% of World Investment Advisors's portfolio in Q1 2026, its #201 holding.
  • World Investment Advisors first reported a position in Return Stacked Bonds & Managed Futures ETF in Q4 2023 and has held it in 10 quarters since.
  • World Investment Advisors's Return Stacked Bonds & Managed Futures ETF position peaked at $7.92M in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Return Stacked Bonds & Managed Futures ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.