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

Mosley Wealth Management’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 		– Sell
-19
Closed -$587 – 813
2026
Q1 		$587 Buy
+19
New +$658 ﹤0.01% 436

Other funds holding RLY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
LPL Financial
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
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Mosley Wealth Management's RLY Position: Q2 2026 in Review

Mosley Wealth Management sold out of State Street Multi-Asset Real Return ETF (RLY) in Q2 2026, closing a stake of 19 shares — an estimated $587 sold.

Mosley Wealth Management first reported a position in RLY in Q1 2026 and held it in 1 quarter. The position peaked at $587 in Q1 2026. 102 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

  • Mosley Wealth Management reported no remaining State Street Multi-Asset Real Return ETF position as of Q2 2026 after selling out during the quarter.
  • Mosley Wealth Management sold 19 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $587.
  • Mosley Wealth Management first reported a position in State Street Multi-Asset Real Return ETF in Q1 2026 and held it in 1 quarter.
  • Mosley Wealth Management's State Street Multi-Asset Real Return ETF position peaked at $587 in Q1 2026.
  • 102 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.