WIA
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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
Q2 		$8.36M Hold
307,301
– – 0.14% 167
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

WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
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
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

World Investment Advisors's RSSB Position: Q2 2026 in Review

World Investment Advisors held its Return Stacked Global Stocks & Bonds ETF (RSSB) position steady in Q2 2026 at 307,301 shares worth $8.36M. The position accounts for 0.14% of the portfolio, ranked #167.

World Investment Advisors first reported a position in RSSB in Q4 2024 and has held it in 7 quarters since. 43 funds tracked by Wall St. Rank hold RSSB as of Q2 2026.

  • World Investment Advisors held 307,301 shares of Return Stacked Global Stocks & Bonds ETF worth $8.36M as of Q2 2026.
  • World Investment Advisors left its Return Stacked Global Stocks & Bonds ETF share count unchanged in Q2 2026.
  • Return Stacked Global Stocks & Bonds ETF made up 0.14% of World Investment Advisors's portfolio in Q2 2026, its #167 holding.
  • World Investment Advisors first reported a position in Return Stacked Global Stocks & Bonds ETF in Q4 2024 and has held it in 7 quarters since.
  • 43 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.