1IA
ALLW

1620 Investment Advisors’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

1620 Investment Advisors’s Portfolio ALLW Stock Details ALLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.22K Hold
110
– – ﹤0.01% 579
2026
Q1 		$3.17K Hold
110
– – ﹤0.01% 552
2025
Q4 		$3.02K Buy
+110
New +$3.15K ﹤0.01% 560

Other funds holding ALLW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

1620 Investment Advisors's ALLW Position: Q2 2026 in Review

1620 Investment Advisors held its State Street Bridgewater All Weather ETF (ALLW) position steady in Q2 2026 at 110 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

1620 Investment Advisors first reported a position in ALLW in Q4 2025 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • 1620 Investment Advisors held 110 shares of State Street Bridgewater All Weather ETF worth $3.22K as of Q2 2026.
  • 1620 Investment Advisors left its State Street Bridgewater All Weather ETF share count unchanged in Q2 2026.
  • State Street Bridgewater All Weather ETF made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #579 holding.
  • 1620 Investment Advisors first reported a position in State Street Bridgewater All Weather ETF in Q4 2025 and has held it in 3 quarters since.
  • 161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.