Carson Wealth (CWM LLC)’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RLY Stock Details RLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.67M	Buy	212,121 +212,108	+1,631,600%	+$7.35M	0.02%	651
2025 Q4	$0	Sell	13 -421	-97%	-$13.2K	﹤0.01%	5598
2025 Q3	$13K	Buy	434 +287	+195%	+$8.61K	﹤0.01%	4361
2025 Q2	$4K	Buy	+147	New	+$4.17K	﹤0.01%	4708

Other funds holding RLY

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TFA

Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RLY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its State Street Multi-Asset Real Return ETF (RLY) stake by 1,631,600% in Q1 2026, buying an estimated $7.35M and bringing the position to 212,121 shares worth $7.67M. The position accounts for 0.02% of the portfolio, ranked #651.

Carson Wealth (CWM LLC) first reported a position in RLY in Q2 2025 and has held it in 4 quarters since. 152 funds tracked by Wall St. Rank hold RLY as of Q1 2026.

Carson Wealth (CWM LLC) held 212,121 shares of State Street Multi-Asset Real Return ETF worth $7.67M as of Q1 2026.
Carson Wealth (CWM LLC) bought 212,108 State Street Multi-Asset Real Return ETF shares in Q1 2026, an estimated $7.35M.
State Street Multi-Asset Real Return ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #651 holding.
Carson Wealth (CWM LLC) first reported a position in State Street Multi-Asset Real Return ETF in Q2 2025 and has held it in 4 quarters since.
152 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.