Focus Partners Wealth
RLY icon

Focus Partners Wealth’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Focus Partners Wealth’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 		$10M Sell
276,863
-8,287
-3% -$287K 0.01% 720
2025
Q4 		$8.95M Buy
285,150
+9,324
+3% +$293K 0.01% 741
2025
Q3 		$8.52M Buy
275,826
+12,494
+5% +$375K 0.01% 602
2025
Q2 		$7.66M Buy
263,332
+13,607
+5% +$386K 0.02% 556
2025
Q1 		$7.13M Buy
249,725
+12,427
+5% +$348K 0.02% 537
2024
Q4 		$6.41M Buy
237,298
+22,441
+10% +$637K 0.02% 557
2024
Q3 		$6.17M Sell
214,857
-15,469
-7% -$432K 0.02% 507
2024
Q2 		$6.36M Sell
230,326
-15,285
-6% -$431K 0.02% 455
2024
Q1 		$6.87M Sell
245,611
-1,057,162
-81% -$28.3M 0.06% 265
2023
Q4 		$35.5M Buy
+1,302,773
New +$34.9M 0.46% 51

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