IFP Advisors’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

IFP Advisors’s Portfolio ALLW Stock Details ALLW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$50.4K	Sell	1,722 -2,397	-58%	-$71.2K	﹤0.01%	2393
2026 Q1	$119K	Sell	4,119 -2,837	-41%	-$82.1K	﹤0.01%	1727
2025 Q4	$191K	Buy	6,956 +264	+4%	+$7.55K	﹤0.01%	1393
2025 Q3	$187K	Sell	6,692 -882	-12%	-$23.5K	﹤0.01%	1319
2025 Q2	$197K	Buy	7,574 +2,585	+52%	+$65K	0.01%	1277
2025 Q1	$126K	Buy	+4,989	New	+$125K	﹤0.01%	1407

Other funds holding ALLW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

CPW

Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return

PWM

Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

CWA

Crusonia Wealth Advisors Denver, Colorado $609M AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

IFP Advisors's ALLW Position: Q2 2026 in Review

IFP Advisors reduced its State Street Bridgewater All Weather ETF (ALLW) stake by 58% in Q2 2026, selling an estimated $71.2K and leaving 1,722 shares worth $50.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2393.

IFP Advisors first reported a position in ALLW in Q1 2025 and has held it in 6 quarters since. The position peaked at $197K in Q2 2025. 161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

IFP Advisors held 1,722 shares of State Street Bridgewater All Weather ETF worth $50.4K as of Q2 2026.
IFP Advisors sold 2,397 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $71.2K.
State Street Bridgewater All Weather ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2393 holding.
IFP Advisors first reported a position in State Street Bridgewater All Weather ETF in Q1 2025 and has held it in 6 quarters since.
IFP Advisors's State Street Bridgewater All Weather ETF position peaked at $197K in Q2 2025.
161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.