United Advisor Group’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

United Advisor Group’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	$2.44M	Buy	70,769 +1,971	+3%	+$71.6K	0.26%	108
2026 Q1	$2.49M	Buy	68,798 +7,084	+11%	+$245K	0.31%	88
2025 Q4	$1.94M	Buy	61,714 +9,523	+18%	+$299K	0.24%	105
2025 Q3	$1.61M	Buy	52,191 +16,997	+48%	+$510K	0.22%	108
2025 Q2	$1.02M	Buy	35,194 +8,651	+33%	+$245K	0.18%	134
2025 Q1	$758K	Buy	26,543 +5,749	+28%	+$161K	0.16%	142
2024 Q4	$562K	Buy	+20,794	New	+$590K	0.11%	180

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

United Advisor Group's RLY Position: Q2 2026 in Review

United Advisor Group increased its State Street Multi-Asset Real Return ETF (RLY) stake by 2.9% in Q2 2026, buying an estimated $71.6K and bringing the position to 70,769 shares worth $2.44M. The position accounts for 0.26% of the portfolio, ranked #108.

United Advisor Group first reported a position in RLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.49M in Q1 2026. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

United Advisor Group held 70,769 shares of State Street Multi-Asset Real Return ETF worth $2.44M as of Q2 2026.
United Advisor Group bought 1,971 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $71.6K.
State Street Multi-Asset Real Return ETF made up 0.26% of United Advisor Group's portfolio in Q2 2026, its #108 holding.
United Advisor Group first reported a position in State Street Multi-Asset Real Return ETF in Q4 2024 and has held it in 7 quarters since.
United Advisor Group's State Street Multi-Asset Real Return ETF position peaked at $2.49M in Q1 2026.
166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.