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

HORAN 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 Q2	$1.64M	Buy	47,623 +2,593	+6%	+$94.2K	0.21%	71
2026 Q1	$1.42M	Hold	45,030	–	–	0.13%	87
2025 Q4	$1.42M	Buy	45,030 +3,571	+9%	+$112K	0.22%	68
2025 Q3	$1.28M	Buy	+41,459	New	+$1.24M	0.2%	76

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

HORAN Wealth's RLY Position: Q2 2026 in Review

HORAN Wealth increased its State Street Multi-Asset Real Return ETF (RLY) stake by 5.8% in Q2 2026, buying an estimated $94.2K and bringing the position to 47,623 shares worth $1.64M. The position accounts for 0.21% of the portfolio, ranked #71.

HORAN Wealth first reported a position in RLY in Q3 2025 and has held it in 4 quarters since. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

HORAN Wealth held 47,623 shares of State Street Multi-Asset Real Return ETF worth $1.64M as of Q2 2026.
HORAN Wealth bought 2,593 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $94.2K.
State Street Multi-Asset Real Return ETF made up 0.21% of HORAN Wealth's portfolio in Q2 2026, its #71 holding.
HORAN Wealth first reported a position in State Street Multi-Asset Real Return ETF in Q3 2025 and has held it in 4 quarters since.
166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.