Wealthcare Advisory Partners’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Wealthcare Advisory Partners’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	$988K	Sell	33,770 -23,847	-41%	-$708K	0.02%	523
2026 Q1	$1.66M	Buy	57,617 +41,694	+262%	+$1.21M	0.03%	399
2025 Q4	$438K	Buy	+15,923	New	+$455K	0.01%	738

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

Wealthcare Advisory Partners's ALLW Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its State Street Bridgewater All Weather ETF (ALLW) stake by 41% in Q2 2026, selling an estimated $708K and leaving 33,770 shares worth $988K. The position accounts for 0.02% of the portfolio, ranked #523.

Wealthcare Advisory Partners first reported a position in ALLW in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.66M in Q1 2026. 161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

Wealthcare Advisory Partners held 33,770 shares of State Street Bridgewater All Weather ETF worth $988K as of Q2 2026.
Wealthcare Advisory Partners sold 23,847 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $708K.
State Street Bridgewater All Weather ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #523 holding.
Wealthcare Advisory Partners first reported a position in State Street Bridgewater All Weather ETF in Q4 2025 and has held it in 3 quarters since.
Wealthcare Advisory Partners's State Street Bridgewater All Weather ETF position peaked at $1.66M in Q1 2026.
161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.