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
Q2 		$1.12M Sell
38,272
-35,651
-48% -$1.06M ﹤0.01% 1851
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

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

Janney Montgomery Scott's ALLW Position: Q2 2026 in Review

Janney Montgomery Scott reduced its State Street Bridgewater All Weather ETF (ALLW) stake by 48% in Q2 2026, selling an estimated $1.06M and leaving 38,272 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

Janney Montgomery Scott first reported a position in ALLW in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.13M in Q1 2026. 161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • Janney Montgomery Scott held 38,272 shares of State Street Bridgewater All Weather ETF worth $1.12M as of Q2 2026.
  • Janney Montgomery Scott sold 35,651 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $1.06M.
  • State Street Bridgewater All Weather ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1851 holding.
  • Janney Montgomery Scott first reported a position in State Street Bridgewater All Weather ETF in Q3 2025 and has held it in 4 quarters since.
  • Janney Montgomery Scott's State Street Bridgewater All Weather ETF position peaked at $2.13M in Q1 2026.
  • 161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.