Wealthcare Advisory Partners’s State Street Global Allocation ETF GAL Stock Holding History

Wealthcare Advisory Partners’s Portfolio GAL Stock Details GAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,709	Closed	-$119K	–	1047
2021 Q1	$119K	Buy	+2,709	New	+$118K	0.01%	622
2020 Q2	–	Sell	-2,651	Closed	-$87K	–	731
2020 Q1	$87K	Buy	2,651 +11	+0.4%	+$415	0.01%	399
2019 Q4	$106K	Buy	2,640 +30	+1%	+$1.18K	0.01%	393
2019 Q3	$101K	Hold	2,610	–	–	0.01%	382
2019 Q2	$100K	Hold	2,610	–	–	0.02%	377
2019 Q1	$98K	Sell	2,610 -445	-15%	-$16.4K	0.02%	342
2018 Q4	$105K	Hold	3,055	–	–	0.02%	303
2018 Q3	$118K	Hold	3,055	–	–	0.02%	308
2018 Q2	$115K	Buy	+3,055	New	+$117K	0.02%	301

Other funds holding GAL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthcare Advisory Partners's GAL Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of State Street Global Allocation ETF (GAL) in Q2 2021, closing a stake of 2,709 shares — an estimated $119K sold.

Wealthcare Advisory Partners first reported a position in GAL in Q2 2018 and held it in 9 quarters. The position peaked at $119K in Q1 2021. 43 funds tracked by Wall St. Rank hold GAL as of Q2 2021.

Wealthcare Advisory Partners reported no remaining State Street Global Allocation ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 2,709 State Street Global Allocation ETF shares in Q2 2021, an estimated $119K.
Wealthcare Advisory Partners first reported a position in State Street Global Allocation ETF in Q2 2018 and held it in 9 quarters.
Wealthcare Advisory Partners's State Street Global Allocation ETF position peaked at $119K in Q1 2021.
43 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.