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Wright Wealth’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History

Wright Wealth’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 		$18.9M Buy
615,409
+21,276
+4% +$637K 11.37% 1
2026
Q1 		$16.2M Buy
594,133
+43,706
+8% +$1.25M 10.82% 2
2025
Q4 		$15.5M Buy
+550,427
New +$15.8M 10.09% 2

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
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
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 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

Wright Wealth's RSSB Position: Q2 2026 in Review

Wright Wealth increased its Return Stacked Global Stocks & Bonds ETF (RSSB) stake by 3.6% in Q2 2026, buying an estimated $637K and bringing the position to 615,409 shares worth $18.9M. The position accounts for 11.37% of the portfolio, ranked #1.

Wright Wealth first reported a position in RSSB in Q4 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold RSSB as of Q2 2026.

  • Wright Wealth held 615,409 shares of Return Stacked Global Stocks & Bonds ETF worth $18.9M as of Q2 2026.
  • Wright Wealth bought 21,276 Return Stacked Global Stocks & Bonds ETF shares in Q2 2026, an estimated $637K.
  • Return Stacked Global Stocks & Bonds ETF made up 11.37% of Wright Wealth's portfolio in Q2 2026, its #1 holding.
  • Wright Wealth first reported a position in Return Stacked Global Stocks & Bonds ETF in Q4 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q2 2026.

Based on Wright Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.