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Return Stacked Global Stocks & Bonds ETF
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Overview Fund Activity

19 hedge funds and large institutions have $166M invested in Return Stacked Global Stocks & Bonds ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
19
Holders Change
+5
Holders Change %
+35.71%
% of All Funds
0.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
7
Increased
8
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$73.3M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.11M
3
WI
3
WJ Interests
Texas
$32.1M
4
WIA
4
World Investment Advisors
California
$1.89M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$25.6M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$4.43M
2
IA
2
IFP Advisors
Florida
$0
3
UBS Group
3
UBS Group
Switzerland
$0
4
AP
4
Aspect Partners
Virginia
$5.92M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$73.3M 3,153,312 +306,127 +11%
WI
2
WJ Interests
Texas
$32.1M 1,381,166 +84,885 +7%
IWC
3
Integrated Wealth Concepts
Massachusetts
$25.6M 1,099,814 +58,429 +6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.11M 349,070 +156,453 +81%
OPWM
5
Oregon Pacific Wealth Management
Oregon
$6.03M 259,520 +259,520 New
AP
6
Aspect Partners
Virginia
$5.92M 254,943 -53 -0%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$4.43M 190,742 -386,690 -67%
RA
8
RFG Advisory
Alabama
$3.11M 133,608 +6,362 +5%
WIA
9
World Investment Advisors
California
$1.89M 81,152 +81,152 New
PFA
10
Professional Financial Advisors
Nebraska
$1.85M 79,661 +123 +0.2%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$1.49M 64,207 +4,155 +7%
Jane Street
12
Jane Street
New York
$544K 23,405 +5,556 +31%
AWM
13
Accurate Wealth Management
Florida
$383K 16,888 +16,888 New
CP
14
Cumberland Partners
Ontario, Canada
$349K 15,000 – –
WAM
15
Worth Asset Management
Texas
$303K 13,026 +13,026 New
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$249K 10,735 +10,735 New
FA
17
Fermata Advisors
California
$207K 8,903 +8,903 New
CA
18
Continuum Advisory
Idaho
$6.81K 293 – –
NCM
19
Northwest Capital Management
Oregon
$6.58K 283 +283 New
IA
20
IFP Advisors
Florida
– – -794 Closed
UBS Group
21
UBS Group
Switzerland
– – -446 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –