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

Trinity 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	$4.57M	Buy	+132,284	New	+$4.81M	1.45%	18

Other funds holding RLY

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return