BRWA
ALLW

B. Riley Wealth Advisors’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

B. Riley Wealth 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 		– Sell
-29,304
Closed -$829K – 1017
2026
Q1 		$829K Buy
+29,304
New +$848K 0.05% 323

Other funds holding ALLW

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

B. Riley Wealth Advisors's ALLW Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of State Street Bridgewater All Weather ETF (ALLW) in Q2 2026, closing a stake of 29,304 shares — an estimated $829K sold.

B. Riley Wealth Advisors first reported a position in ALLW in Q1 2026 and held it in 1 quarter. The position peaked at $829K in Q1 2026. 17 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining State Street Bridgewater All Weather ETF position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 29,304 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $829K.
  • B. Riley Wealth Advisors first reported a position in State Street Bridgewater All Weather ETF in Q1 2026 and held it in 1 quarter.
  • B. Riley Wealth Advisors's State Street Bridgewater All Weather ETF position peaked at $829K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.