Catalyst Financial Partners’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Catalyst Financial Partners’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 Q2	$6.11M	Buy	176,949 +34,476	+24%	+$1.25M	0.61%	26
2026 Q1	$5.15M	Buy	142,473 +30,548	+27%	+$1.06M	0.61%	27
2025 Q4	$3.52M	Buy	111,925 +57,622	+106%	+$1.81M	0.39%	32
2025 Q3	$1.68M	Buy	54,303 +16,481	+44%	+$494K	0.2%	51
2025 Q2	$1.1M	Buy	37,822 +7,548	+25%	+$214K	0.12%	72
2025 Q1	$864K	Buy	30,274 +1,257	+4%	+$35.2K	0.16%	78
2024 Q4	$784K	Buy	29,017 +2,840	+11%	+$80.6K	0.15%	88
2024 Q3	$752K	Buy	26,177 +2,605	+11%	+$72.8K	0.15%	89
2024 Q2	$651K	Buy	23,572 +5,902	+33%	+$167K	0.14%	95
2024 Q1	$489K	Buy	+17,670	New	+$473K	0.13%	109

Other funds holding RLY

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

HFS

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

DADC

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

TFA

Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 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

Catalyst Financial Partners's RLY Position: Q2 2026 in Review

Catalyst Financial Partners increased its State Street Multi-Asset Real Return ETF (RLY) stake by 24% in Q2 2026, buying an estimated $1.25M and bringing the position to 176,949 shares worth $6.11M. The position accounts for 0.61% of the portfolio, ranked #26.

Catalyst Financial Partners first reported a position in RLY in Q1 2024 and has held it in 10 quarters since. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

Catalyst Financial Partners held 176,949 shares of State Street Multi-Asset Real Return ETF worth $6.11M as of Q2 2026.
Catalyst Financial Partners bought 34,476 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $1.25M.
State Street Multi-Asset Real Return ETF made up 0.61% of Catalyst Financial Partners's portfolio in Q2 2026, its #26 holding.
Catalyst Financial Partners first reported a position in State Street Multi-Asset Real Return ETF in Q1 2024 and has held it in 10 quarters since.
166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.