Prevail Innovative Wealth Advisors’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Prevail Innovative Wealth Advisors’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
2023 Q3	–	Sell	-25,547	Closed	-$680K	–	149
2023 Q2	$680K	Buy	+25,547	New	+$693K	0.37%	68

Other funds holding RLY

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DADC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

Prevail Innovative Wealth Advisors's RLY Position: Q3 2023 in Review

Prevail Innovative Wealth Advisors sold out of State Street Multi-Asset Real Return ETF (RLY) in Q3 2023, closing a stake of 25,547 shares — an estimated $680K sold.

Prevail Innovative Wealth Advisors first reported a position in RLY in Q2 2023 and held it in 1 quarter. The position peaked at $680K in Q2 2023. 95 funds tracked by Wall St. Rank hold RLY as of Q3 2023.

Prevail Innovative Wealth Advisors reported no remaining State Street Multi-Asset Real Return ETF position as of Q3 2023 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 25,547 State Street Multi-Asset Real Return ETF shares in Q3 2023, an estimated $680K.
Prevail Innovative Wealth Advisors first reported a position in State Street Multi-Asset Real Return ETF in Q2 2023 and held it in 1 quarter.
Prevail Innovative Wealth Advisors's State Street Multi-Asset Real Return ETF position peaked at $680K in Q2 2023.
95 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q3 2023.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.