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Return Stacked Global Stocks & Bonds ETF
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Overview Fund Activity

29 hedge funds and large institutions have $206M invested in Return Stacked Global Stocks & Bonds ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.39%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
9
Increased
14
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WI
1
WJ Interests
Texas
$44.8M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$90.9M
3
WIA
3
World Investment Advisors
California
$4.44M
4
PAG
4
Private Advisory Group
Washington
$1.01M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$3.22M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.62M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.09M
3
RA
3
RFG Advisory
Alabama
$0
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$22.3M
5
OPWM
5
Oregon Pacific Wealth Management
Oregon
$7.23M
Name Market Value Shares Shares
Change 		Shares
Change %
NCM
26
Northwest Capital Management
Oregon
$11.4K 434 +78 +22%
UBS Group
27
UBS Group
Switzerland
$6.45K 246 +158 +180%
EWA
28
EverSource Wealth Advisors
Alabama
$2.2K 84 – –
Morgan Stanley
29
Morgan Stanley
New York
$1.42K 54 +54 New
RA
30
RFG Advisory
Alabama
– – -122,130 Closed
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
– – -12,243 Closed
CA
32
Continuum Advisory
Idaho
– – -293 Closed
1
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