RIA
ALLW

Regal Investment Advisors’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Regal Investment Advisors’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 		$263K Buy
8,985
+980
+12% +$29.1K 0.01% 603
2026
Q1 		$231K Buy
+8,005
New +$232K 0.01% 595

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

Regal Investment Advisors's ALLW Position: Q2 2026 in Review

Regal Investment Advisors increased its State Street Bridgewater All Weather ETF (ALLW) stake by 12% in Q2 2026, buying an estimated $29.1K and bringing the position to 8,985 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #603.

Regal Investment Advisors first reported a position in ALLW in Q1 2026 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • Regal Investment Advisors held 8,985 shares of State Street Bridgewater All Weather ETF worth $263K as of Q2 2026.
  • Regal Investment Advisors bought 980 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $29.1K.
  • State Street Bridgewater All Weather ETF made up 0.01% of Regal Investment Advisors's portfolio in Q2 2026, its #603 holding.
  • Regal Investment Advisors first reported a position in State Street Bridgewater All Weather ETF in Q1 2026 and has held it in 2 quarters since.
  • 161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.