Wealth Enhancement Advisory Services’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Wealth Enhancement Advisory Services’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	$1.57M	Buy	44,739 +482	+1%	+$17.5K	﹤0.01%	1744
2026 Q1	$1.61M	Sell	44,257 -947	-2%	-$32.8K	﹤0.01%	1507
2025 Q4	$1.45M	Sell	45,204 -7,483	-14%	-$235K	﹤0.01%	1718
2025 Q3	$1.64M	Sell	52,687 -402	-0.8%	-$12.1K	﹤0.01%	1569
2025 Q2	$1.57M	Sell	53,089 -12,235	-19%	-$347K	﹤0.01%	1491
2025 Q1	$1.86M	Sell	65,324 -9,358	-13%	-$262K	﹤0.01%	1277
2024 Q4	$2.02M	Buy	74,682 +5,684	+8%	+$161K	﹤0.01%	1189
2024 Q3	$1.98M	Sell	68,998 -3,295	-5%	-$92.1K	﹤0.01%	1054
2024 Q2	$2M	Sell	72,293 -634	-0.9%	-$17.9K	﹤0.01%	985
2024 Q1	$2.04M	Sell	72,927 -4,631	-6%	-$124K	0.01%	935
2023 Q4	$2.11M	Buy	77,558 +15,566	+25%	+$417K	0.01%	878
2023 Q3	$1.67M	Buy	+61,992	New	+$1.69M	0.01%	916
2023 Q1	–	Sell	-113,391	Closed	-$3.24M	–	553
2022 Q4	$3.24M	Buy	113,391 +91,771	+424%	+$2.57M	0.04%	146
2022 Q3	$583K	Buy	+21,620	New	+$605K	0.01%	269

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

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

Wealth Enhancement Advisory Services increased its State Street Multi-Asset Real Return ETF (RLY) stake by 1.1% in Q2 2026, buying an estimated $17.5K and bringing the position to 44,739 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Wealth Enhancement Advisory Services first reported a position in RLY in Q3 2022 and has held it in 14 quarters since. The position peaked at $3.24M in Q4 2022. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

Wealth Enhancement Advisory Services held 44,739 shares of State Street Multi-Asset Real Return ETF worth $1.57M as of Q2 2026.
Wealth Enhancement Advisory Services bought 482 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $17.5K.
State Street Multi-Asset Real Return ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1744 holding.
Wealth Enhancement Advisory Services first reported a position in State Street Multi-Asset Real Return ETF in Q3 2022 and has held it in 14 quarters since.
Wealth Enhancement Advisory Services's State Street Multi-Asset Real Return ETF position peaked at $3.24M in Q4 2022.
166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

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