Ownership history in Planned Solutions, Inc. · 5 quarters on record
This page tracks every 13F SEC filing in which Planned Solutions, Inc. reported a position in RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF (RSST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 124,806 | -6,774 | -5.1% | 1.13% | $3.5M | $28.35 |
| 2025 Q3 | ADDED | 131,580 | +483 | +0.4% | 1.20% | $3.5M | $26.18 |
| 2025 Q2 | ADDED | 131,097 | +3,975 | +3.1% | 1.16% | $3.1M | $23.07 |
| 2025 Q1 | ADDED | 127,122 | +1,642 | +1.3% | 1.14% | $2.8M | $21.85 |
As of 2025 Q4 — sorted by position size