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

Golden State 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 		$2.86K Hold
79
– – ﹤0.01% 1301
2025
Q4 		$2.48K Hold
79
– – ﹤0.01% 1352
2025
Q3 		$2.44K Hold
79
– – ﹤0.01% 1360
2025
Q2 		$2.3K Hold
79
– – ﹤0.01% 1337
2025
Q1 		$2.25K Hold
79
– – ﹤0.01% 1300
2024
Q4 		$2.13K Buy
+79
New +$2.24K ﹤0.01% 1247
2020
Q2 		– Sell
-147
Closed -$3K – 741
2020
Q1 		$3K Buy
+147
New +$3.39K ﹤0.01% 822
2019
Q4 		– Sell
-68
Closed -$2K – 732
2019
Q3 		$2K Sell
68
-1,392
-95% -$34.5K ﹤0.01% 984
2019
Q2 		$36K Sell
1,460
-294
-17% -$7.36K 0.01% 528
2019
Q1 		$44K Buy
+1,754
New +$43.1K 0.01% 477

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