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

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

Trinity Wealth Management's RLY Position: Q2 2026 in Review

Trinity Wealth Management opened a new position in State Street Multi-Asset Real Return ETF (RLY) in Q2 2026: 132,284 shares worth $4.57M. The stake represents 1.45% of the portfolio and ranks #18 among its holdings.

166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

Trinity Wealth Management held 132,284 shares of State Street Multi-Asset Real Return ETF worth $4.57M as of Q2 2026.
State Street Multi-Asset Real Return ETF was a new Trinity Wealth Management position in Q2 2026.
State Street Multi-Asset Real Return ETF made up 1.45% of Trinity Wealth Management's portfolio in Q2 2026, its #18 holding.
166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on Trinity Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.