IF
RLY icon

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

Intrua Financial’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 		$1.38M Sell
38,273
-12,373
-24% -$429K 0.15% 115
2025
Q4 		$1.59M Sell
50,646
-67,810
-57% -$2.13M 0.17% 106
2025
Q3 		$3.66M Buy
118,456
+102
+0.1% +$3.06K 0.43% 45
2025
Q2 		$3.44M Buy
118,354
+73,846
+166% +$2.09M 0.49% 40
2025
Q1 		$1.27M Sell
44,508
-134,710
-75% -$3.77M 0.2% 93
2024
Q4 		$4.84M Buy
179,218
+140,280
+360% +$3.98M 0.79% 28
2024
Q3 		$1.12M Sell
38,938
-28,740
-42% -$803K 0.18% 112
2024
Q2 		$1.87M Buy
67,678
+42,262
+166% +$1.19M 0.3% 73
2024
Q1 		$710K Buy
+25,416
New +$680K 0.11% 183

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