WAM
RSSX

Worth Asset Management’s Return Stacked U.S. Stocks & Gold/Bitcoin ETF RSSX Stock Holding History

Worth Asset Management’s Portfolio RSSX Stock Details RSSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$333K Sell
14,504
-1,578
-10% -$40.7K 0.11% 140
2026
Q1 		$377K Sell
16,082
-3,521
-18% -$92.6K 0.14% 130
2025
Q4 		$499K Buy
19,603
+1,627
+9% +$42.2K 0.21% 81
2025
Q3 		$456K Buy
+17,976
New +$407K 0.2% 80

Other funds holding RSSX

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Worth Asset Management's RSSX Position: Q2 2026 in Review

Worth Asset Management reduced its Return Stacked U.S. Stocks & Gold/Bitcoin ETF (RSSX) stake by 9.8% in Q2 2026, selling an estimated $40.7K and leaving 14,504 shares worth $333K. The position accounts for 0.11% of the portfolio, ranked #140.

Worth Asset Management first reported a position in RSSX in Q3 2025 and has held it in 4 quarters since. The position peaked at $499K in Q4 2025. 14 funds tracked by Wall St. Rank hold RSSX as of Q2 2026.

  • Worth Asset Management held 14,504 shares of Return Stacked U.S. Stocks & Gold/Bitcoin ETF worth $333K as of Q2 2026.
  • Worth Asset Management sold 1,578 Return Stacked U.S. Stocks & Gold/Bitcoin ETF shares in Q2 2026, an estimated $40.7K.
  • Return Stacked U.S. Stocks & Gold/Bitcoin ETF made up 0.11% of Worth Asset Management's portfolio in Q2 2026, its #140 holding.
  • Worth Asset Management first reported a position in Return Stacked U.S. Stocks & Gold/Bitcoin ETF in Q3 2025 and has held it in 4 quarters since.
  • Worth Asset Management's Return Stacked U.S. Stocks & Gold/Bitcoin ETF position peaked at $499K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Return Stacked U.S. Stocks & Gold/Bitcoin ETF as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.