Cornerstone Wealth Group’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Cornerstone Wealth Group’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	$224K	Sell	6,493 -368	-5%	-$13.4K	0.01%	455
2026 Q1	$249K	Sell	6,861 -109	-2%	-$3.78K	0.02%	380
2025 Q4	$219K	Sell	6,970 -726	-9%	-$22.8K	0.02%	354
2025 Q3	$238K	Sell	7,696 -240	-3%	-$7.2K	0.02%	297
2025 Q2	$231K	Hold	7,936	–	–	0.02%	286
2025 Q1	$226K	Sell	7,936 -159,522	-95%	-$4.47M	0.02%	259
2024 Q4	$4.52M	Sell	167,458 -3,439	-2%	-$97.5K	0.37%	77
2024 Q3	$4.91M	Buy	170,897 +1,976	+1%	+$55.2K	0.41%	66
2024 Q2	$4.67M	Buy	168,921 +1,838	+1%	+$51.9K	0.42%	63
2024 Q1	$4.67M	Sell	167,083 -5,586	-3%	-$149K	0.43%	62
2023 Q4	$4.7M	Buy	172,669 +20,652	+14%	+$554K	0.67%	40
2023 Q3	$4.1M	Buy	152,017 +339	+0.2%	+$9.26K	0.73%	42
2023 Q2	$4.04M	Buy	151,678 +6,822	+5%	+$185K	0.73%	51
2023 Q1	$4M	Buy	144,856 +25,797	+22%	+$718K	0.71%	50
2022 Q4	$3.28M	Buy	+119,059	New	+$3.33M	0.62%	56

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

Cornerstone Wealth Group's RLY Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its State Street Multi-Asset Real Return ETF (RLY) stake by 5.4% in Q2 2026, selling an estimated $13.4K and leaving 6,493 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #455.

Cornerstone Wealth Group first reported a position in RLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.91M in Q3 2024. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

Cornerstone Wealth Group held 6,493 shares of State Street Multi-Asset Real Return ETF worth $224K as of Q2 2026.
Cornerstone Wealth Group sold 368 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $13.4K.
State Street Multi-Asset Real Return ETF made up 0.01% of Cornerstone Wealth Group's portfolio in Q2 2026, its #455 holding.
Cornerstone Wealth Group first reported a position in State Street Multi-Asset Real Return ETF in Q4 2022 and has held it in 15 quarters since.
Cornerstone Wealth Group's State Street Multi-Asset Real Return ETF position peaked at $4.91M in Q3 2024.
166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.