Wealth Enhancement Advisory Services’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ALLW Stock Details ALLW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.41M	Sell	48,017 -45,339	-49%	-$1.35M	﹤0.01%	1836
2026 Q1	$2.72M	Buy	93,356 +25,214	+37%	+$730K	0.01%	1226
2025 Q4	$1.91M	Buy	+68,142	New	+$1.95M	﹤0.01%	1540
2025 Q3	–	Sell	-58,806	Closed	-$1.53M	–	3723
2025 Q2	$1.53M	Buy	+58,806	New	+$1.48M	﹤0.01%	1497

Other funds holding ALLW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

CPW

Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return

PWM

Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

CWA

Crusonia Wealth Advisors Denver, Colorado $609M AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Wealth Enhancement Advisory Services's ALLW Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its State Street Bridgewater All Weather ETF (ALLW) stake by 49% in Q2 2026, selling an estimated $1.35M and leaving 48,017 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

Wealth Enhancement Advisory Services first reported a position in ALLW in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.72M in Q1 2026. 161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

Wealth Enhancement Advisory Services held 48,017 shares of State Street Bridgewater All Weather ETF worth $1.41M as of Q2 2026.
Wealth Enhancement Advisory Services sold 45,339 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $1.35M.
State Street Bridgewater All Weather ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1836 holding.
Wealth Enhancement Advisory Services first reported a position in State Street Bridgewater All Weather ETF in Q2 2025 and has held it in 4 quarters since.
Wealth Enhancement Advisory Services's State Street Bridgewater All Weather ETF position peaked at $2.72M in Q1 2026.
161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.