Wealthcare Advisory Partners’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Wealthcare Advisory Partners’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	$345K	Sell	9,990 -1,101	-10%	-$40K	0.01%	826
2026 Q1	$401K	Buy	11,091 +338	+3%	+$11.7K	0.01%	775
2025 Q4	$338K	Buy	+10,753	New	+$337K	0.01%	824
2023 Q4	–	Sell	-10,246	Closed	-$276K	–	766
2023 Q3	$276K	Buy	+10,246	New	+$280K	0.01%	572
2017 Q4	–	Sell	-176	Closed	-$4K	–	1165
2017 Q3	$4K	Buy	+176	New	+$4.35K	﹤0.01%	691

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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