FMA Wealth Management’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

FMA Wealth Management’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 Q3	$646K	Buy	+22,601	New	+$668K	0.41%	26

Other funds holding ALLW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return

Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return

Owl Creek Wealth Partners Denver, Colorado $355M AUM

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

FMA Wealth Management's ALLW Position: Q3 2026 in Review

FMA Wealth Management opened a new position in State Street Bridgewater All Weather ETF (ALLW) in Q3 2026: 22,601 shares worth $646K. The stake represents 0.41% of the portfolio and ranks #26 among its holdings.

98 funds tracked by Wall St. Rank hold ALLW as of Q3 2026.

FMA Wealth Management held 22,601 shares of State Street Bridgewater All Weather ETF worth $646K as of Q3 2026.
State Street Bridgewater All Weather ETF was a new FMA Wealth Management position in Q3 2026.
State Street Bridgewater All Weather ETF made up 0.41% of FMA Wealth Management's portfolio in Q3 2026, its #26 holding.
98 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q3 2026.

Based on FMA Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.