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Visionary Wealth Advisors’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Visionary Wealth Advisors’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
2025
Q4 		– Sell
-9,985
Closed -$308K – 629
2025
Q3 		$308K Sell
9,985
-96,322
-91% -$2.89M 0.01% 486
2025
Q2 		$3.09M Sell
106,307
-242,657
-70% -$6.88M 0.16% 149
2025
Q1 		$9.96M Buy
348,964
+863
+0.2% +$24.2K 0.6% 45
2024
Q4 		$9.41M Sell
348,101
-664
-0.2% -$18.8K 0.55% 47
2024
Q3 		$10M Buy
348,765
+4,683
+1% +$131K 0.61% 42
2024
Q2 		$9.51M Buy
344,082
+6,388
+2% +$180K 0.62% 40
2024
Q1 		$9.44M Buy
337,694
+43,839
+15% +$1.17M 0.64% 40
2023
Q4 		$8M Sell
293,855
-38,778
-12% -$1.04M 0.59% 43
2023
Q3 		$8.97M Sell
332,633
-44,141
-12% -$1.21M 0.73% 29
2023
Q2 		$10M Buy
376,774
+15,565
+4% +$423K 0.8% 26
2023
Q1 		$9.96M Buy
361,209
+1,994
+0.6% +$55.5K 0.84% 28
2022
Q4 		$9.89M Sell
359,215
-45,440
-11% -$1.27M 0.91% 25
2022
Q3 		$10.5M Buy
404,655
+3,602
+0.9% +$101K 1.09% 20
2022
Q2 		$11.2M Buy
401,053
+127,754
+47% +$3.89M 1.01% 23
2022
Q1 		$8.43M Buy
+273,299
New +$7.88M 0.68% 34

Other funds holding RLY

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
NECFA
New England Capital Financial Advisors Meriden, Connecticut $365M AUM 17.32% 1-Year Est. Return

Visionary Wealth Advisors's RLY Position: Q4 2025 in Review

Visionary Wealth Advisors sold out of State Street Multi-Asset Real Return ETF (RLY) in Q4 2025, closing a stake of 9,985 shares — an estimated $308K sold.

Visionary Wealth Advisors first reported a position in RLY in Q1 2022 and held it in 15 quarters. The position peaked at $11.2M in Q2 2022. 128 funds tracked by Wall St. Rank hold RLY as of Q4 2025.

  • Visionary Wealth Advisors reported no remaining State Street Multi-Asset Real Return ETF position as of Q4 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 9,985 State Street Multi-Asset Real Return ETF shares in Q4 2025, an estimated $308K.
  • Visionary Wealth Advisors first reported a position in State Street Multi-Asset Real Return ETF in Q1 2022 and held it in 15 quarters.
  • Visionary Wealth Advisors's State Street Multi-Asset Real Return ETF position peaked at $11.2M in Q2 2022.
  • 128 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q4 2025.

Based on Visionary Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.