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Park Square Financial Group’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Park Square Financial Group’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
2025
Q3 		– Sell
-29
Closed -$844 – 814
2025
Q2 		$844 Hold
29
– – ﹤0.01% 955
2025
Q1 		$828 Hold
29
– – ﹤0.01% 909
2024
Q4 		$784 Buy
+29
New +$823 ﹤0.01% 904

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIBT
First International Bank & Trust Watford City, North Dakota $288M AUM 6.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Park Square Financial Group's RLY Position: Q3 2025 in Review

Park Square Financial Group sold out of State Street Multi-Asset Real Return ETF (RLY) in Q3 2025, closing a stake of 29 shares — an estimated $844 sold.

Park Square Financial Group first reported a position in RLY in Q4 2024 and held it in 3 quarters. The position peaked at $844 in Q2 2025. 123 funds tracked by Wall St. Rank hold RLY as of Q3 2025.

  • Park Square Financial Group reported no remaining State Street Multi-Asset Real Return ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 29 State Street Multi-Asset Real Return ETF shares in Q3 2025, an estimated $844.
  • Park Square Financial Group first reported a position in State Street Multi-Asset Real Return ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's State Street Multi-Asset Real Return ETF position peaked at $844 in Q2 2025.
  • 123 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.