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BOLTON SECURITIES CORPORATION’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$1.17M Buy
+40,400
New +$1.17M 0.06% 343

Other funds holding ALLW

AE Wealth Management
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Catalyst Private Wealth
Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return
National Philanthropic Trust
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return
Marshall Financial Group (Maryland)
Marshall Financial Group (Maryland) Hunt Valley, Maryland $707M AUM 17.52% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's ALLW Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in State Street Bridgewater All Weather ETF (ALLW) in Q1 2026: 40,400 shares worth $1.17M. The stake represents 0.06% of the portfolio and ranks #343 among its holdings.

125 funds tracked by Wall St. Rank hold ALLW as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 40,400 shares of State Street Bridgewater All Weather ETF worth $1.17M as of Q1 2026.
  • State Street Bridgewater All Weather ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • State Street Bridgewater All Weather ETF made up 0.06% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #343 holding.
  • 125 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.