Wealth Enhancement Advisory Services

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

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return