PrairieView Wealth Partners’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

PrairieView Wealth Partners’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	$471K	Sell	13,657 -619	-4%	-$22.5K	0.35%	21
2026 Q1	$516K	Sell	14,276 -171	-1%	-$5.93K	0.42%	18
2025 Q4	$454K	Sell	14,447 -152	-1%	-$4.77K	0.41%	19
2025 Q3	$451K	Sell	14,599 -97	-0.7%	-$2.91K	0.42%	20
2025 Q2	$428K	Buy	+14,696	New	+$417K	0.44%	20

Other funds holding RLY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

TFA

Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return

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

PrairieView Wealth Partners's RLY Position: Q2 2026 in Review

PrairieView Wealth Partners reduced its State Street Multi-Asset Real Return ETF (RLY) stake by 4.3% in Q2 2026, selling an estimated $22.5K and leaving 13,657 shares worth $471K. The position accounts for 0.35% of the portfolio, ranked #21.

PrairieView Wealth Partners first reported a position in RLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $516K in Q1 2026. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

PrairieView Wealth Partners held 13,657 shares of State Street Multi-Asset Real Return ETF worth $471K as of Q2 2026.
PrairieView Wealth Partners sold 619 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $22.5K.
State Street Multi-Asset Real Return ETF made up 0.35% of PrairieView Wealth Partners's portfolio in Q2 2026, its #21 holding.
PrairieView Wealth Partners first reported a position in State Street Multi-Asset Real Return ETF in Q2 2025 and has held it in 5 quarters since.
PrairieView Wealth Partners's State Street Multi-Asset Real Return ETF position peaked at $516K in Q1 2026.
166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on PrairieView Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.