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World Investment Advisors’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History

World Investment Advisors’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 		$8.36M Buy
307,301
+20,594
+7% +$588K 0.13% 178
2025
Q4 		$8.06M Buy
286,707
+116,683
+69% +$3.35M 0.13% 179
2025
Q3 		$4.79M Buy
170,024
+467
+0.3% +$12.6K 0.1% 235
2025
Q2 		$4.44M Buy
169,557
+41,499
+32% +$998K 0.1% 230
2025
Q1 		$3M Buy
128,058
+46,906
+58% +$1.12M 0.08% 281
2024
Q4 		$1.89M Buy
+81,152
New +$1.97M 0.05% 336

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
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 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
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

World Investment Advisors increased its Return Stacked Global Stocks & Bonds ETF (RSSB) stake by 7.2% in Q1 2026, buying an estimated $588K and bringing the position to 307,301 shares worth $8.36M. The position accounts for 0.13% of the portfolio, ranked #178.

World Investment Advisors first reported a position in RSSB in Q4 2024 and has held it in 6 quarters since. 44 funds tracked by Wall St. Rank hold RSSB as of Q1 2026.

  • World Investment Advisors held 307,301 shares of Return Stacked Global Stocks & Bonds ETF worth $8.36M as of Q1 2026.
  • World Investment Advisors bought 20,594 Return Stacked Global Stocks & Bonds ETF shares in Q1 2026, an estimated $588K.
  • Return Stacked Global Stocks & Bonds ETF made up 0.13% of World Investment Advisors's portfolio in Q1 2026, its #178 holding.
  • World Investment Advisors first reported a position in Return Stacked Global Stocks & Bonds ETF in Q4 2024 and has held it in 6 quarters since.
  • 44 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q1 2026.

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