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Valtinson Bruner Financial Planning’s State Street Global Allocation ETF GAL Stock Holding History

Valtinson Bruner Financial Planning’s Portfolio GAL Stock Details GAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$209K Hold
4,225
– – 0.06% 166
2025
Q4 		$209K Hold
4,225
– – 0.06% 157
2025
Q3 		$208K Buy
+4,225
New +$203K 0.06% 156

Other funds holding GAL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
MWM
Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
BFA
Bright Financial Advisors Portage, Michigan $218M AUM 17.53% 1-Year Est. Return
4PL
46 Peaks LLC Newtown, Pennsylvania $137M AUM
PAYA
Phil A. Younker & Associates Fairbanks, Alaska $150M AUM 9.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valtinson Bruner Financial Planning's GAL Position: Q1 2026 in Review

Valtinson Bruner Financial Planning held its State Street Global Allocation ETF (GAL) position steady in Q1 2026 at 4,225 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #166.

Valtinson Bruner Financial Planning first reported a position in GAL in Q3 2025 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold GAL as of Q1 2026.

  • Valtinson Bruner Financial Planning held 4,225 shares of State Street Global Allocation ETF worth $209K as of Q1 2026.
  • Valtinson Bruner Financial Planning left its State Street Global Allocation ETF share count unchanged in Q1 2026.
  • State Street Global Allocation ETF made up 0.06% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #166 holding.
  • Valtinson Bruner Financial Planning first reported a position in State Street Global Allocation ETF in Q3 2025 and has held it in 3 quarters since.
  • 72 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.