BIG
ALLW

Brookwood Investment Group’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Brookwood Investment Group’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 		$1.18M Buy
40,148
+1,500
+4% +$44.5K 0.13% 164
2026
Q1 		$1.11M Buy
38,648
+11,440
+42% +$331K 0.14% 157
2025
Q4 		$748K Sell
27,208
-106,675
-80% -$3.05M 0.09% 210
2025
Q3 		$3.73M Buy
133,883
+77,995
+140% +$2.08M 0.48% 39
2025
Q2 		$1.46M Buy
55,888
+6,303
+13% +$158K 0.23% 74
2025
Q1 		$1.25M Buy
+49,585
New +$1.24M 0.21% 86

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

Brookwood Investment Group's ALLW Position: Q2 2026 in Review

Brookwood Investment Group increased its State Street Bridgewater All Weather ETF (ALLW) stake by 3.9% in Q2 2026, buying an estimated $44.5K and bringing the position to 40,148 shares worth $1.18M. The position accounts for 0.13% of the portfolio, ranked #164.

Brookwood Investment Group first reported a position in ALLW in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.73M in Q3 2025. 161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • Brookwood Investment Group held 40,148 shares of State Street Bridgewater All Weather ETF worth $1.18M as of Q2 2026.
  • Brookwood Investment Group bought 1,500 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $44.5K.
  • State Street Bridgewater All Weather ETF made up 0.13% of Brookwood Investment Group's portfolio in Q2 2026, its #164 holding.
  • Brookwood Investment Group first reported a position in State Street Bridgewater All Weather ETF in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's State Street Bridgewater All Weather ETF position peaked at $3.73M in Q3 2025.
  • 161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.