Janney Montgomery Scott
ALLW

Janney Montgomery Scott’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Janney Montgomery Scott’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
Q1 		$2.13M Buy
73,923
+33,175
+81% +$960K 0.01% 1236
2025
Q4 		$1.12M Buy
40,748
+19,320
+90% +$553K ﹤0.01% 1659
2025
Q3 		$597K Buy
+21,428
New +$571K ﹤0.01% 2032

Other funds holding ALLW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $185M AUM 7.62% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $148M AUM 38.41% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Janney Montgomery Scott's ALLW Position: Q1 2026 in Review

Janney Montgomery Scott increased its State Street Bridgewater All Weather ETF (ALLW) stake by 81% in Q1 2026, buying an estimated $960K and bringing the position to 73,923 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #1236.

Janney Montgomery Scott first reported a position in ALLW in Q3 2025 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold ALLW as of Q1 2026.

  • Janney Montgomery Scott held 73,923 shares of State Street Bridgewater All Weather ETF worth $2.13M as of Q1 2026.
  • Janney Montgomery Scott bought 33,175 State Street Bridgewater All Weather ETF shares in Q1 2026, an estimated $960K.
  • State Street Bridgewater All Weather ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1236 holding.
  • Janney Montgomery Scott first reported a position in State Street Bridgewater All Weather ETF in Q3 2025 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.