Ford Financial Group’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Ford Financial 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
2022 Q2	–	Sell	-150,549	Closed	-$4.64M	–	134
2022 Q1	$4.64M	Sell	150,549 -16,508	-10%	-$476K	1.78%	11
2021 Q4	$4.51K	Buy	167,057 +15,740	+10%	+$464K	0.9%	20
2021 Q3	$4.32M	Buy	151,317 +3,219	+2%	+$91.9K	1.66%	19
2021 Q2	$4.23M	Buy	148,098 +34,735	+31%	+$986K	1.58%	18
2021 Q1	$3.02M	Buy	+113,363	New	+$2.96M	1.3%	22

Other funds holding RLY

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Ford Financial Group's RLY Position: Q2 2022 in Review

Ford Financial Group sold out of State Street Multi-Asset Real Return ETF (RLY) in Q2 2022, closing a stake of 150,549 shares — an estimated $4.64M sold.

Ford Financial Group first reported a position in RLY in Q1 2021 and held it in 5 quarters. The position peaked at $4.64M in Q1 2022. 84 funds tracked by Wall St. Rank hold RLY as of Q2 2022.

Ford Financial Group reported no remaining State Street Multi-Asset Real Return ETF position as of Q2 2022 after selling out during the quarter.
Ford Financial Group sold 150,549 State Street Multi-Asset Real Return ETF shares in Q2 2022, an estimated $4.64M.
Ford Financial Group first reported a position in State Street Multi-Asset Real Return ETF in Q1 2021 and held it in 5 quarters.
Ford Financial Group's State Street Multi-Asset Real Return ETF position peaked at $4.64M in Q1 2022.
84 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2022.

Based on Ford Financial Group's 13F filing for Q2 2022, filed 14 Jul 2022.