Golden State Equity Partners’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Golden State Equity Partners’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	–	Sell	-778	Closed	-$28.1K	–	1446
2026 Q1	$28.1K	Buy	+778	New	+$27K	﹤0.01%	1009
2024 Q4	–	Sell	-153	Closed	-$4.4K	–	776
2024 Q3	$4.4K	Buy	+153	New	+$4.28K	﹤0.01%	771

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

Golden State Equity Partners's RLY Position: Q2 2026 in Review

Golden State Equity Partners sold out of State Street Multi-Asset Real Return ETF (RLY) in Q2 2026, closing a stake of 778 shares — an estimated $28.1K sold.

Golden State Equity Partners first reported a position in RLY in Q3 2024 and held it in 2 quarters. The position peaked at $28.1K in Q1 2026. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

Golden State Equity Partners reported no remaining State Street Multi-Asset Real Return ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 778 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $28.1K.
Golden State Equity Partners first reported a position in State Street Multi-Asset Real Return ETF in Q3 2024 and held it in 2 quarters.
Golden State Equity Partners's State Street Multi-Asset Real Return ETF position peaked at $28.1K in Q1 2026.
166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.