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

Cornerstone Wealth Management’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 		$545K Buy
15,083
+782
+5% +$27.1K 0.03% 426
2025
Q4 		$450K Sell
14,301
-1,345
-9% -$42.2K 0.02% 450
2025
Q3 		$483K Buy
15,646
+182
+1% +$5.46K 0.03% 424
2025
Q2 		$450K Buy
15,464
+1,685
+12% +$47.8K 0.03% 409
2025
Q1 		$393K Buy
13,779
+1,940
+16% +$54.4K 0.03% 421
2024
Q4 		$320K Sell
11,839
-155
-1% -$4.4K 0.02% 450
2024
Q3 		$345K Buy
11,994
+769
+7% +$21.5K 0.02% 426
2024
Q2 		$310K Buy
11,225
+1,453
+15% +$41K 0.02% 429
2024
Q1 		$273K Buy
9,772
+466
+5% +$12.5K 0.02% 441
2023
Q4 		$253K Buy
9,306
+404
+5% +$10.8K 0.02% 447
2023
Q3 		$240K Buy
+8,902
New +$243K 0.02% 470

Other funds holding RLY

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return